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JSVPX vs SSGSX
JSVPX vs SSGSX Comparison
Open Charts JSVPX vs SSGSX
JPMorgan Small Cap Value R3
Price$21.45
Change+$1.50 (+7.52%)
VolumeN/A
Net Assets1.01B
Victory Sycamore Small Company Opp A
Price$40.40
Change+$3.07 (+8.22%)
VolumeN/A
Net Assets5.01B
JSVPX vs SSGSX Comparison Chart
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JSVPX vs. SSGSX commentary
Apr 11, 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.01B vs. JSVPX (1.01B). 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 : -20.33 vs. SSGSX (-22.84). JSVPX return over 5 years is better than : 21.00 vs. SSGSX (9.75).
| 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 | -19.034 | -19.599 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 5.01B | 20% |
| Annual Yield % from dividends | 0.78 | 0.52 | 150% |
| Returns for 1 year | -20.33 | -22.84 | 89% |
| Returns for 3 years | -22.10 | -20.66 | 107% |
| Returns for 5 years | 21.00 | 9.75 | 215% |
| Returns for 10 years | N/A | -4.90 | - |
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