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SSGSX vs UBVVX
SSGSX vs UBVVX Comparison
Open Charts SSGSX vs UBVVX
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.
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).
| 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 | -2.068 | 1.655 | -125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.82B | 9.95B | 58% |
| Annual Yield % from dividends | 0.51 | 1.90 | 27% |
| Returns for 1 year | -1.26 | 8.13 | -16% |
| Returns for 3 years | 2.38 | 13.89 | 17% |
| Returns for 5 years | 29.33 | 106.53 | 28% |
| Returns for 10 years | 16.52 | N/A | - |
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