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DASVX vs SSGSX
DASVX vs SSGSX Comparison
Open Charts DASVX vs SSGSX
Dunham Small Cap Value A
Price$13.32
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets94.01M
Victory Sycamore Small Company Opp A
Price$42.67
Change+$0.64 (+1.52%)
VolumeN/A
Net Assets5.51B
DASVX vs SSGSX Comparison Chart
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DASVX vs. SSGSX commentary
Jun 04, 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 DASVX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.51B vs. DASVX (94M). SSGSX pays higher dividends than DASVX: SSGSX (0.52) vs DASVX (0.44). DASVX was incepted earlier than SSGSX: DASVX (18 years) vs SSGSX (26 years). DASVX (1.48) is less costly to investors than SSGSX (1.26). DASVX is a more actively managed with annual turnover of: 159.00 vs. SSGSX (37.00). DASVX (6%) and SSGSX (6%) have equivalent initial investment costs. SSGSX has a lower initial minimum investment than DASVX: SSGSX (2500) vs DASVX (5000). SSGSX annual gain was more profitable for investors over the last year : -11.77 vs. DASVX (-14.64). DASVX return over 5 years is better than : 15.90 vs. SSGSX (13.69).
| DASVX | SSGSX | DASVX / SSGSX | |
| Total Expense Ratio | 1.48 | 1.26 | 117% |
| Annual Report Gross Expense Ratio | 1.48 | 1.26 | 117% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | -8.259 | -9.197 | 90% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94M | 5.51B | 2% |
| Annual Yield % from dividends | 0.44 | 0.52 | 85% |
| Returns for 1 year | -14.64 | -11.77 | 124% |
| Returns for 3 years | -15.55 | -12.22 | 127% |
| Returns for 5 years | 15.90 | 13.69 | 116% |
| Returns for 10 years | -6.99 | 7.32 | -96% |
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