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JSVPX vs SSGSX
JSVPX vs SSGSX Comparison
Open Charts JSVPX vs SSGSX
JPMorgan Small Cap Value R3
Price$24.44
Change-$0.64 (-2.55%)
VolumeN/A
Net Assets1.22B
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.83 (-1.78%)
VolumeN/A
Net Assets6.33B
JSVPX vs SSGSX Comparison Chart
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JSVPX vs. SSGSX commentary
Feb 23, 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: 6.33B vs. JSVPX (1.22B). 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 : 1.97 vs. SSGSX (-2.79). JSVPX return over 5 years is better than : 8.78 vs. SSGSX (4.83).
| 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 | -0.812 | -1.357 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 6.33B | 19% |
| Annual Yield % from dividends | 1.21 | 0.35 | 342% |
| Returns for 1 year | 1.97 | -2.79 | -70% |
| Returns for 3 years | -4.01 | -5.27 | 76% |
| Returns for 5 years | 8.78 | 4.83 | 182% |
| Returns for 10 years | N/A | 19.06 | - |
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