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JSVRX vs SSGSX
JSVRX vs SSGSX Comparison
Open Charts JSVRX vs SSGSX
JPMorgan Small Cap Value R5
Price$26.91
Change-$0.24 (-0.88%)
VolumeN/A
Net Assets1.2B
Victory Sycamore Small Company Opp A
Price$44.33
Change-$0.40 (-0.89%)
VolumeN/A
Net Assets5.49B
JSVRX vs SSGSX Comparison Chart in %
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JSVRX vs. SSGSX commentary
Aug 01, 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.49B vs. JSVRX (1.2B). 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 : -9.15 vs. SSGSX (-11.67). JSVRX return over 5 years is better than : 39.25 vs. SSGSX (22.18).
| 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 | -0.972 | -3.661 | 27% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 5.49B | 22% |
| Annual Yield % from dividends | 1.06 | 0.51 | 208% |
| Returns for 1 year | -9.15 | -11.67 | 78% |
| Returns for 3 years | 1.52 | -7.42 | -21% |
| Returns for 5 years | 39.25 | 22.18 | 177% |
| Returns for 10 years | 9.06 | 15.26 | 59% |
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