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SSGSX vs UBVSX
SSGSX vs UBVSX Comparison
Open Charts SSGSX vs UBVSX
Victory Sycamore Small Company Opp A
Price$45.37
Change+$0.32 (+0.71%)
VolumeN/A
Net Assets5.73B
Undiscovered Managers Behavioral Val I
Price$85.05
Change+$0.43 (+0.51%)
VolumeN/A
Net Assets9.9B
SSGSX vs UBVSX Comparison Chart in %
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SSGSX vs. UBVSX commentary
Jul 28, 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 Buy and UBVSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 9.9B vs. SSGSX (5.73B). UBVSX pays higher dividends than SSGSX: UBVSX (1.81) vs SSGSX (0.51). SSGSX was incepted earlier than UBVSX: SSGSX (26 years) vs UBVSX (12 years). SSGSX (1.26) is less costly to investors than UBVSX (1.10). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVSX (27.00). SSGSX has a lower initial minimum investment than UBVSX: SSGSX (2500) vs UBVSX (1000000). UBVSX annual gain was more profitable for investors over the last year : -1.15 vs. SSGSX (-8.77). UBVSX return over 5 years is better than : 96.74 vs. SSGSX (23.49).
| SSGSX | UBVSX | SSGSX / UBVSX | |
| Total Expense Ratio | 1.26 | 0.99 | 127% |
| Annual Report Gross Expense Ratio | 1.26 | 1.10 | 115% |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | -2.283 | 1.649 | -138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.73B | 9.9B | 58% |
| Annual Yield % from dividends | 0.51 | 1.81 | 28% |
| Returns for 1 year | -8.77 | -1.15 | 764% |
| Returns for 3 years | -2.14 | 10.42 | -21% |
| Returns for 5 years | 23.49 | 96.74 | 24% |
| Returns for 10 years | 18.39 | 61.34 | 30% |
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