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SSGSX vs UBVUX
SSGSX vs UBVUX Comparison
Open Charts SSGSX vs UBVUX
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
Undiscovered Managers Behavioral Val R4
Price$81.48
Change-$2.61 (-3.10%)
VolumeN/A
Net Assets8.97B
SSGSX vs UBVUX Comparison Chart in %
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SSGSX vs. UBVUX 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 UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 8.97B vs. SSGSX (5.04B). UBVUX pays higher dividends than SSGSX: UBVUX (1.61) vs SSGSX (0.58). SSGSX was incepted earlier than UBVUX: SSGSX (27 years) vs UBVUX (9 years). SSGSX (1.23) is less costly to investors than UBVUX (1.10). SSGSX is a more actively managed with annual turnover of: 50.00 vs. UBVUX (35.00). UBVUX has a lower initial minimum investment than SSGSX: UBVUX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : 3.83 vs. UBVUX (-1.76). UBVUX return over 5 years is better than : 24.31 vs. SSGSX (-0.23).
| SSGSX | UBVUX | SSGSX / UBVUX | |
| Total Expense Ratio | 1.23 | 1.05 | 117% |
| Annual Report Gross Expense Ratio | 1.23 | 1.10 | 112% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 8.123 | 5.108 | 159% |
| 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 | 1.61 | 36% |
| Returns for 1 year | 3.83 | -1.76 | -218% |
| Returns for 3 years | -3.10 | 4.31 | -72% |
| Returns for 5 years | -0.23 | 24.31 | -1% |
| Returns for 10 years | 53.01 | N/A | - |
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