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JSVQX vs SSGSX
JSVQX vs SSGSX Comparison
Open Charts JSVQX vs SSGSX
JPMorgan Small Cap Value R4
Price$28.82
Change-$0.41 (-1.40%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Small Company Opp A
Price$48.53
Change-$0.56 (-1.14%)
VolumeN/A
CapitalizationN/A
JSVQX vs SSGSX Comparison Chart
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JSVQX 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 JSVQX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 7.03B vs. JSVQX (1.33B). JSVQX pays higher dividends than SSGSX: JSVQX (1.26) vs SSGSX (0.35). JSVQX was incepted earlier than SSGSX: JSVQX (8 years) vs SSGSX (26 years). JSVQX is a more actively managed with annual turnover of: 79.00 vs. SSGSX (32.00). JSVQX has a lower initial minimum investment than SSGSX: JSVQX (0) vs SSGSX (2500). JSVQX annual gain was more profitable for investors over the last year : 10.20 vs. SSGSX (4.35). JSVQX return over 5 years is better than : 16.51 vs. SSGSX (9.53).
| JSVQX | SSGSX | JSVQX / 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 | 7.708 | 2.915 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 7.03B | 19% |
| Annual Yield % from dividends | 1.26 | 0.35 | 356% |
| Returns for 1 year | 10.20 | 4.35 | 234% |
| Returns for 3 years | 0.22 | -0.70 | -32% |
| Returns for 5 years | 16.51 | 9.53 | 173% |
| Returns for 10 years | N/A | 18.43 | - |