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SSGSX vs UBVSX
SSGSX vs UBVSX Comparison
Open Charts SSGSX vs UBVSX
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
Undiscovered Managers Behavioral Val I
Price$81.85
Change-$2.60 (-3.08%)
VolumeN/A
Net Assets8.97B
SSGSX vs UBVSX Comparison Chart in %
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SSGSX vs. UBVSX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 8.97B vs. SSGSX (5.04B). UBVSX pays higher dividends than SSGSX: UBVSX (1.63) vs SSGSX (0.58). 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 : 3.83 vs. UBVSX (-1.66). UBVSX return over 5 years is better than : 24.79 vs. SSGSX (-0.23).
| 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 | 8.123 | 5.125 | 159% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.04B | 8.97B | 56% |
| Annual Yield % from dividends | 0.58 | 1.63 | 35% |
| Returns for 1 year | 3.83 | -1.66 | -231% |
| Returns for 3 years | -3.10 | 4.58 | -68% |
| Returns for 5 years | -0.23 | 24.79 | -1% |
| Returns for 10 years | 53.01 | 77.82 | 68% |
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