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JSVQX vs SSGSX
JSVQX vs SSGSX Comparison
Open Charts JSVQX vs SSGSX
JPMorgan Small Cap Value R4
Price$23.20
Change+$0.28 (+1.22%)
VolumeN/A
Net Assets1.04B
Victory Sycamore Small Company Opp A
Price$39.06
Change+$0.45 (+1.17%)
VolumeN/A
Net Assets5.17B
JSVQX vs SSGSX Comparison Chart
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JSVQX vs. SSGSX commentary
Apr 12, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.17B vs. JSVQX (1.04B). JSVQX pays higher dividends than SSGSX: JSVQX (0.69) vs SSGSX (0.52). 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 : -15.58 vs. SSGSX (-18.12). JSVQX return over 5 years is better than : 29.43 vs. SSGSX (13.51).
| 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 | -16.683 | -16.843 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 5.17B | 20% |
| Annual Yield % from dividends | 0.69 | 0.52 | 134% |
| Returns for 1 year | -15.58 | -18.12 | 86% |
| Returns for 3 years | -18.18 | -17.94 | 101% |
| Returns for 5 years | 29.43 | 13.51 | 218% |
| Returns for 10 years | N/A | -1.50 | - |
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