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DCSVX vs SSGSX
DCSVX vs SSGSX Comparison
Open Charts DCSVX vs SSGSX
Dunham Small Cap Value C
Price$10.37
Change-$0.04 (-0.38%)
VolumeN/A
Net Assets93.76M
Victory Sycamore Small Company Opp A
Price$41.82
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets5.51B
DCSVX vs SSGSX Comparison Chart
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DCSVX vs. SSGSX commentary
May 23, 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 DCSVX is a Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.51B vs. DCSVX (93.8M). SSGSX pays higher dividends than DCSVX: SSGSX (0.54) vs DCSVX (0.04). DCSVX was incepted earlier than SSGSX: DCSVX (20 years) vs SSGSX (26 years). DCSVX (2.24) is less costly to investors than SSGSX (1.26). DCSVX is a more actively managed with annual turnover of: 159.00 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than DCSVX: SSGSX (2500) vs DCSVX (5000). SSGSX annual gain was more profitable for investors over the last year : -12.65 vs. DCSVX (-18.07). SSGSX return over 5 years is better than : 23.57 vs. DCSVX (14.51).
| DCSVX | SSGSX | DCSVX / SSGSX | |
| Total Expense Ratio | 2.24 | 1.26 | 178% |
| Annual Report Gross Expense Ratio | 2.24 | 1.26 | 178% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | -8.844 | -9.714 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.8M | 5.51B | 2% |
| Annual Yield % from dividends | 0.04 | 0.54 | 8% |
| Returns for 1 year | -18.07 | -12.65 | 143% |
| Returns for 3 years | -18.13 | -8.78 | 206% |
| Returns for 5 years | 14.51 | 23.57 | 62% |
| Returns for 10 years | -23.35 | 6.87 | -340% |
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