Ad is loading...
JSVQX vs SSGSX
JSVQX vs SSGSX Comparison
Open Charts JSVQX vs SSGSX
JPMorgan Small Cap Value R4
Price$25.21
Change+$0.37 (+1.49%)
VolumeN/A
Net Assets1.13B
Victory Sycamore Small Company Opp A
Price$41.78
Change+$0.72 (+1.75%)
VolumeN/A
Net Assets5.44B
JSVQX vs SSGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSVQX vs. SSGSX commentary
May 09, 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 JSVQX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.44B vs. JSVQX (1.13B). JSVQX pays higher dividends than SSGSX: JSVQX (0.72) vs SSGSX (0.54). JSVQX was incepted earlier than SSGSX: JSVQX (9 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than JSVQX (1.01). JSVQX is a more actively managed with annual turnover of: 61.00 vs. SSGSX (37.00). 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 : -10.28 vs. SSGSX (-13.71). JSVQX return over 5 years is better than : 36.92 vs. SSGSX (20.02).
| JSVQX | SSGSX | JSVQX / SSGSX | |
| Total Expense Ratio | 0.99 | 1.26 | 79% |
| Annual Report Gross Expense Ratio | 1.01 | 1.26 | 80% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -9.704 | -11.566 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 5.44B | 21% |
| Annual Yield % from dividends | 0.72 | 0.54 | 132% |
| Returns for 1 year | -10.28 | -13.71 | 75% |
| Returns for 3 years | -4.13 | -10.63 | 39% |
| Returns for 5 years | 36.92 | 20.02 | 184% |
| Returns for 10 years | N/A | 5.67 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...