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JSVPX vs SSGSX
JSVPX vs SSGSX Comparison
Open Charts JSVPX vs SSGSX
JPMorgan Small Cap Value R3
Price$24.64
Change-$1.16 (-4.50%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Small Company Opp A
Price$46.41
Change-$2.12 (-4.37%)
VolumeN/A
CapitalizationN/A
JSVPX vs SSGSX Comparison Chart
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JSVPX vs. SSGSX commentary
Dec 19, 2024
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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.85B vs. JSVPX (1.32B). JSVPX pays higher dividends than SSGSX: JSVPX (1.21) vs SSGSX (0.35). JSVPX was incepted earlier than SSGSX: JSVPX (8 years) vs SSGSX (26 years). JSVPX is a more actively managed with annual turnover of: 79.00 vs. SSGSX (32.00). 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 : 9.24 vs. SSGSX (1.76). JSVPX return over 5 years is better than : 12.03 vs. SSGSX (7.99).
| JSVPX | SSGSX | JSVPX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 6.785 | 1.761 | 385% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 6.85B | 19% |
| Annual Yield % from dividends | 1.21 | 0.35 | 342% |
| Returns for 1 year | 9.24 | 1.76 | 525% |
| Returns for 3 years | -1.86 | -1.81 | 103% |
| Returns for 5 years | 12.03 | 7.99 | 150% |
| Returns for 10 years | N/A | 17.10 | - |
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