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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$45.32
Change-$0.05 (-0.11%)
VolumeN/A
Net Assets5.73B
Undiscovered Managers Behavioral Val R3
Price$80.82
Change-$0.45 (-0.55%)
VolumeN/A
Net Assets9.9B
SSGSX vs UBVTX Comparison Chart in %
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SSGSX vs. UBVTX commentary
Jul 29, 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 UBVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.9B vs. SSGSX (5.73B). UBVTX pays higher dividends than SSGSX: UBVTX (1.56) vs SSGSX (0.51). SSGSX was incepted earlier than UBVTX: SSGSX (26 years) vs UBVTX (8 years). UBVTX (1.36) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVTX (27.00). UBVTX has a lower initial minimum investment than SSGSX: UBVTX (0) vs SSGSX (2500). UBVTX annual gain was more profitable for investors over the last year : -1.58 vs. SSGSX (-8.77). UBVTX return over 5 years is better than : 92.84 vs. SSGSX (23.49).
| SSGSX | UBVTX | SSGSX / UBVTX | |
| Total Expense Ratio | 1.26 | 1.30 | 97% |
| Annual Report Gross Expense Ratio | 1.26 | 1.36 | 93% |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | -2.283 | 1.473 | -155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.73B | 9.9B | 58% |
| Annual Yield % from dividends | 0.51 | 1.56 | 33% |
| Returns for 1 year | -8.77 | -1.58 | 556% |
| Returns for 3 years | -2.14 | 8.90 | -24% |
| Returns for 5 years | 23.49 | 92.84 | 25% |
| Returns for 10 years | 18.39 | N/A | - |
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