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JSVQX vs SSGSX
JSVQX vs SSGSX Comparison
Open Charts JSVQX vs SSGSX
JPMorgan Small Cap Value R4
Price$25.65
Change-$0.48 (-1.84%)
VolumeN/A
Net Assets1.17B
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.52B
JSVQX vs SSGSX Comparison Chart
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JSVQX vs. SSGSX commentary
Jun 15, 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: 5.52B vs. JSVQX (1.17B). 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 : -3.29 vs. SSGSX (-6.68). JSVQX return over 5 years is better than : 38.02 vs. SSGSX (23.95).
| 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 | -5.015 | -6.720 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 5.52B | 21% |
| Annual Yield % from dividends | 0.69 | 0.52 | 133% |
| Returns for 1 year | -3.29 | -6.68 | 49% |
| Returns for 3 years | 4.15 | -2.14 | -194% |
| Returns for 5 years | 38.02 | 23.95 | 159% |
| Returns for 10 years | N/A | 9.06 | - |
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