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SSGSX vs UBVSX
SSGSX vs UBVSX Comparison
Open Charts SSGSX vs UBVSX
Victory Sycamore Small Company Opp A
Price$45.64
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets5.12B
Undiscovered Managers Behavioral Val I
Price$78.76
Change+$0.19 (+0.24%)
VolumeN/A
Net Assets9.01B
SSGSX vs UBVSX Comparison Chart in %
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SSGSX vs. UBVSX commentary
Dec 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SSGSX is a Hold and UBVSX is a Hold.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 9.01B vs. SSGSX (5.12B). UBVSX pays higher dividends than SSGSX: UBVSX (1.76) vs SSGSX (0.48). SSGSX was incepted earlier than UBVSX: SSGSX (27 years) vs UBVSX (13 years). SSGSX (1.23) is less costly to investors than UBVSX (1.09). SSGSX is a more actively managed with annual turnover of: 50.00 vs. UBVSX (35.00). SSGSX has a lower initial minimum investment than UBVSX: SSGSX (2500) vs UBVSX (1000000). SSGSX annual gain was more profitable for investors over the last year : -2.93 vs. UBVSX (-6.35). UBVSX return over 5 years is better than : 28.94 vs. SSGSX (-0.61).
| SSGSX | UBVSX | SSGSX / UBVSX | |
| Total Expense Ratio | 1.23 | 0.99 | 124% |
| Annual Report Gross Expense Ratio | 1.23 | 1.09 | 113% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | -1.701 | -5.868 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 9.01B | 57% |
| Annual Yield % from dividends | 0.48 | 1.76 | 27% |
| Returns for 1 year | -2.93 | -6.35 | 46% |
| Returns for 3 years | 0.24 | 7.75 | 3% |
| Returns for 5 years | -0.61 | 28.94 | -2% |
| Returns for 10 years | 28.96 | 52.91 | 55% |
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