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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$46.06
Change-$2.54 (-5.23%)
VolumeN/A
Net Assets5.29B
Undiscovered Managers Behavioral Val R3
Price$76.37
Change-$0.16 (-0.21%)
VolumeN/A
Net Assets9.09B
SSGSX vs UBVTX Comparison Chart in %
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SSGSX vs. UBVTX commentary
Dec 13, 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 StrongBuy and UBVTX is a Hold.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.09B vs. SSGSX (5.29B). UBVTX pays higher dividends than SSGSX: UBVTX (1.51) vs SSGSX (0.48). SSGSX was incepted earlier than UBVTX: SSGSX (27 years) vs UBVTX (9 years). UBVTX (1.35) is less costly to investors than SSGSX (1.23). SSGSX is a more actively managed with annual turnover of: 50.00 vs. UBVTX (35.00). UBVTX has a lower initial minimum investment than SSGSX: UBVTX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -8.83 vs. UBVTX (-11.76). UBVTX return over 5 years is better than : 30.99 vs. SSGSX (6.40).
| SSGSX | UBVTX | SSGSX / UBVTX | |
| Total Expense Ratio | 1.23 | 1.30 | 95% |
| Annual Report Gross Expense Ratio | 1.23 | 1.35 | 91% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 4.674 | -4.445 | -105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.29B | 9.09B | 58% |
| Annual Yield % from dividends | 0.48 | 1.51 | 31% |
| Returns for 1 year | -8.83 | -11.76 | 75% |
| Returns for 3 years | -1.03 | -1.62 | 64% |
| Returns for 5 years | 6.40 | 30.99 | 21% |
| Returns for 10 years | 29.48 | N/A | - |
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