SSGSX
Price
$45.47
Change
+$0.28 (+0.62%)
Updated
Jul 3 closing price
Net Assets
5.82B
UBVVX
Price
$85.37
Change
+$0.48 (+0.57%)
Updated
Jul 3 closing price
Net Assets
9.95B
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SSGSX vs UBVVX

Header iconSSGSX vs UBVVX Comparison
Open Charts SSGSX vs UBVVXBanner 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 R5
Price$85.37
Change+$0.48 (+0.57%)
VolumeN/A
Net Assets9.95B
SSGSX vs UBVVX Comparison Chart in %
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SSGSX vs. UBVVX 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 Hold and UBVVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.95B vs. SSGSX (5.82B). UBVVX pays higher dividends than SSGSX: UBVVX (1.90) vs SSGSX (0.51). SSGSX was incepted earlier than UBVVX: SSGSX (26 years) vs UBVVX (8 years). SSGSX (1.26) is less costly to investors than UBVVX (0.95). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVVX (27.00). UBVVX has a lower initial minimum investment than SSGSX: UBVVX (0) vs SSGSX (2500). UBVVX annual gain was more profitable for investors over the last year : 8.13 vs. SSGSX (-1.26). UBVVX return over 5 years is better than : 106.53 vs. SSGSX (29.33).
SSGSXUBVVXSSGSX / UBVVX
Total Expense Ratio1.260.90140%
Annual Report Gross Expense Ratio1.260.95133%
Fund Existence26 years8 years-
Gain YTD-2.0681.655-125%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.82B9.95B58%
Annual Yield % from dividends0.511.9027%
Returns for 1 year-1.268.13-16%
Returns for 3 years2.3813.8917%
Returns for 5 years29.33106.5328%
Returns for 10 years16.52N/A-
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