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SSGSX vs UBVVX
SSGSX vs UBVVX Comparison
Open Charts SSGSX vs UBVVX
Victory Sycamore Small Company Opp A
Price$45.37
Change+$0.32 (+0.71%)
VolumeN/A
Net Assets5.73B
Undiscovered Managers Behavioral Val R5
Price$85.41
Change+$0.43 (+0.51%)
VolumeN/A
Net Assets9.9B
SSGSX vs UBVVX Comparison Chart in %
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SSGSX vs. UBVVX commentary
Jul 28, 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 UBVVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.9B vs. SSGSX (5.73B). 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 : -1.05 vs. SSGSX (-8.77). UBVVX return over 5 years is better than : 97.71 vs. SSGSX (23.49).
| SSGSX | UBVVX | SSGSX / UBVVX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.26 | 0.95 | 133% |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | -2.283 | 1.703 | -134% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.73B | 9.9B | 58% |
| Annual Yield % from dividends | 0.51 | 1.90 | 27% |
| Returns for 1 year | -8.77 | -1.05 | 835% |
| Returns for 3 years | -2.14 | 10.67 | -20% |
| Returns for 5 years | 23.49 | 97.71 | 24% |
| Returns for 10 years | 18.39 | N/A | - |
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