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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$47.38
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets5.64B
Undiscovered Managers Behavioral Val R3
Price$83.53
Change+$1.10 (+1.33%)
VolumeN/A
Net Assets10.13B
SSGSX vs UBVTX Comparison Chart in %
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SSGSX vs. UBVTX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 10.1B vs. SSGSX (5.64B). UBVTX pays higher dividends than SSGSX: UBVTX (1.45) vs SSGSX (0.47). SSGSX was incepted earlier than UBVTX: SSGSX (26 years) vs UBVTX (9 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 : 3.46 vs. SSGSX (-1.56). UBVTX return over 5 years is better than : 88.04 vs. SSGSX (22.95).
| 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 | 9 years | - |
| Gain YTD | 2.046 | 4.770 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 10.1B | 56% |
| Annual Yield % from dividends | 0.47 | 1.45 | 33% |
| Returns for 1 year | -1.56 | 3.46 | -45% |
| Returns for 3 years | 3.97 | 13.81 | 29% |
| Returns for 5 years | 22.95 | 88.04 | 26% |
| Returns for 10 years | 24.71 | N/A | - |
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