Ad is loading...
JSVPX vs SSGSX
JSVPX vs SSGSX Comparison
Open Charts JSVPX vs SSGSX
JPMorgan Small Cap Value R3
Price$25.31
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets1.29B
Victory Sycamore Small Company Opp A
Price$47.63
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets6.68B
JSVPX vs SSGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSVPX vs. SSGSX commentary
Jan 19, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.68B vs. JSVPX (1.29B). 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 : 9.31 vs. SSGSX (5.16). JSVPX return over 5 years is better than : 9.86 vs. SSGSX (6.38).
| 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 | 2.719 | 2.434 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 6.68B | 19% |
| Annual Yield % from dividends | 1.21 | 0.35 | 342% |
| Returns for 1 year | 9.31 | 5.16 | 180% |
| Returns for 3 years | -5.53 | -6.06 | 91% |
| Returns for 5 years | 9.86 | 6.38 | 155% |
| Returns for 10 years | N/A | 30.43 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...