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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$47.05
Change+$0.29 (+0.62%)
VolumeN/A
Net Assets5.04B
Undiscovered Managers Behavioral Val R3
Price$77.71
Change+$0.65 (+0.84%)
VolumeN/A
Net Assets9.14B
SSGSX vs UBVTX Comparison Chart in %
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SSGSX vs. UBVTX commentary
Jan 16, 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 Hold and UBVTX is a Hold.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.14B vs. SSGSX (5.04B). UBVTX pays higher dividends than SSGSX: UBVTX (1.50) vs SSGSX (0.61). 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 : 1.49 vs. UBVTX (-2.01). UBVTX return over 5 years is better than : 21.29 vs. SSGSX (-3.16).
| 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 | 5.281 | 4.730 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.04B | 9.14B | 55% |
| Annual Yield % from dividends | 0.61 | 1.50 | 41% |
| Returns for 1 year | 1.49 | -2.01 | -74% |
| Returns for 3 years | -1.36 | 6.46 | -21% |
| Returns for 5 years | -3.16 | 21.29 | -15% |
| Returns for 10 years | 50.55 | N/A | - |
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