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JSVPX vs SSGSX
JSVPX vs SSGSX Comparison
Open Charts JSVPX vs SSGSX
JPMorgan Small Cap Value R3
Price$24.13
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets1.18B
Victory Sycamore Small Company Opp A
Price$44.14
Change-$0.11 (-0.25%)
VolumeN/A
Net Assets5.37B
JSVPX vs SSGSX Comparison Chart in %
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JSVPX vs. SSGSX commentary
Aug 08, 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: 5.37B vs. JSVPX (1.18B). JSVPX pays higher dividends than SSGSX: JSVPX (0.82) vs SSGSX (0.50). 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 : -2.15 vs. SSGSX (-5.72). JSVPX return over 5 years is better than : 25.54 vs. SSGSX (14.39).
| 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 | -1.658 | -4.695 | 35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 5.37B | 22% |
| Annual Yield % from dividends | 0.82 | 0.50 | 163% |
| Returns for 1 year | -2.15 | -5.72 | 38% |
| Returns for 3 years | -2.70 | -7.36 | 37% |
| Returns for 5 years | 25.54 | 14.39 | 178% |
| Returns for 10 years | N/A | 14.31 | - |
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