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JSVRX vs SSGSX
JSVRX vs SSGSX Comparison
Open Charts JSVRX vs SSGSX
JPMorgan Small Cap Value R5
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
JSVRX vs SSGSX Comparison Chart
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JSVRX 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 JSVRX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.44B vs. JSVRX (1.13B). JSVRX pays higher dividends than SSGSX: JSVRX (1.08) vs SSGSX (0.54). 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 : -10.12 vs. SSGSX (-13.71). JSVRX return over 5 years is better than : 37.79 vs. SSGSX (20.02).
| 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 | -9.679 | -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 | 1.08 | 0.54 | 199% |
| Returns for 1 year | -10.12 | -13.71 | 74% |
| Returns for 3 years | -3.81 | -10.63 | 36% |
| Returns for 5 years | 37.79 | 20.02 | 189% |
| Returns for 10 years | -4.77 | 5.67 | -84% |
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