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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
Undiscovered Managers Behavioral Val R3
Price$77.97
Change-$2.68 (-3.32%)
VolumeN/A
Net Assets8.97B
SSGSX vs UBVTX Comparison Chart in %
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SSGSX vs. UBVTX 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 UBVTX is a Buy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 8.97B vs. SSGSX (5.04B). UBVTX pays higher dividends than SSGSX: UBVTX (1.44) vs SSGSX (0.58). 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 : 3.83 vs. UBVTX (-2.30). UBVTX return over 5 years is better than : 21.86 vs. SSGSX (-0.23).
| 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 | 8.123 | 5.081 | 160% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.04B | 8.97B | 56% |
| Annual Yield % from dividends | 0.58 | 1.44 | 40% |
| Returns for 1 year | 3.83 | -2.30 | -166% |
| Returns for 3 years | -3.10 | 2.84 | -109% |
| Returns for 5 years | -0.23 | 21.86 | -1% |
| Returns for 10 years | 53.01 | N/A | - |
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