SSGSX
Price
$45.47
Change
+$0.28 (+0.62%)
Updated
Jul 3 closing price
Net Assets
5.82B
UBVTX
Price
$81.26
Change
+$0.46 (+0.57%)
Updated
Jul 3 closing price
Net Assets
9.95B
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SSGSX vs UBVTX

Header iconSSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTXBanner chart's image
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
Undiscovered Managers Behavioral Val R3
Price$81.26
Change+$0.46 (+0.57%)
VolumeN/A
Net Assets9.95B
SSGSX vs UBVTX Comparison Chart in %
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SSGSX vs. UBVTX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.95B vs. SSGSX (5.82B). 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 : 7.57 vs. SSGSX (-1.26). UBVTX return over 5 years is better than : 101.47 vs. SSGSX (29.33).
SSGSXUBVTXSSGSX / UBVTX
Total Expense Ratio1.261.3097%
Annual Report Gross Expense Ratio1.261.3693%
Fund Existence26 years8 years-
Gain YTD-2.0681.461-142%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.82B9.95B58%
Annual Yield % from dividends0.511.5633%
Returns for 1 year-1.267.57-17%
Returns for 3 years2.3812.0920%
Returns for 5 years29.33101.4729%
Returns for 10 years16.52N/A-
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