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JSVRX vs SSGSX
JSVRX vs SSGSX Comparison
Open Charts JSVRX vs SSGSX
JPMorgan Small Cap Value R5
Price$27.61
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets1.22B
Victory Sycamore Small Company Opp A
Price$45.44
Change+$0.29 (+0.64%)
VolumeN/A
Net Assets5.78B
JSVRX vs SSGSX Comparison Chart in %
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JSVRX vs. SSGSX commentary
Jul 10, 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 JSVRX is a StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.78B vs. JSVRX (1.22B). JSVRX pays higher dividends than SSGSX: JSVRX (1.06) vs SSGSX (0.51). JSVRX was incepted earlier than SSGSX: JSVRX (19 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than JSVRX (0.86). JSVRX is a more actively managed with annual turnover of: 61.00 vs. SSGSX (37.00). JSVRX has a lower initial minimum investment than SSGSX: JSVRX (0) vs SSGSX (2500). JSVRX annual gain was more profitable for investors over the last year : 3.35 vs. SSGSX (-0.67). JSVRX return over 5 years is better than : 49.18 vs. SSGSX (29.47).
| JSVRX | SSGSX | JSVRX / SSGSX | |
| Total Expense Ratio | 0.84 | 1.26 | 67% |
| Annual Report Gross Expense Ratio | 0.86 | 1.26 | 68% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 0.049 | -2.757 | -2% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 5.78B | 21% |
| Annual Yield % from dividends | 1.06 | 0.51 | 208% |
| Returns for 1 year | 3.35 | -0.67 | -501% |
| Returns for 3 years | 10.33 | 1.93 | 535% |
| Returns for 5 years | 49.18 | 29.47 | 167% |
| Returns for 10 years | 6.47 | 15.79 | 41% |
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