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JSVPX vs SSGSX
JSVPX vs SSGSX Comparison
Open Charts JSVPX vs SSGSX
JPMorgan Small Cap Value R3
Price$23.15
Change+$0.33 (+1.45%)
VolumeN/A
Net Assets1.15B
Victory Sycamore Small Company Opp A
Price$42.96
Change+$0.52 (+1.23%)
VolumeN/A
Net Assets5.55B
JSVPX vs SSGSX Comparison Chart
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JSVPX vs. SSGSX commentary
Jun 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 JSVPX is a StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.55B vs. JSVPX (1.15B). JSVPX pays higher dividends than SSGSX: JSVPX (0.78) vs SSGSX (0.52). JSVPX was incepted earlier than SSGSX: JSVPX (9 years) vs SSGSX (26 years). JSVPX (1.30) and SSGSX (1.26) have similar cost to investors . JSVPX is a more actively managed with annual turnover of: 61.00 vs. SSGSX (37.00). JSVPX has a lower initial minimum investment than SSGSX: JSVPX (0) vs SSGSX (2500). JSVPX annual gain was more profitable for investors over the last year : -6.99 vs. SSGSX (-9.66). JSVPX return over 5 years is better than : 16.87 vs. SSGSX (8.79).
| JSVPX | SSGSX | JSVPX / SSGSX | |
| Total Expense Ratio | 1.24 | 1.26 | 98% |
| Annual Report Gross Expense Ratio | 1.30 | 1.26 | 103% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -7.386 | -8.594 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 5.55B | 21% |
| Annual Yield % from dividends | 0.78 | 0.52 | 149% |
| Returns for 1 year | -6.99 | -9.66 | 72% |
| Returns for 3 years | -11.13 | -12.89 | 86% |
| Returns for 5 years | 16.87 | 8.79 | 192% |
| Returns for 10 years | N/A | 8.65 | - |
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