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JSVRX vs SSGSX
JSVRX vs SSGSX Comparison
Open Charts JSVRX vs SSGSX
JPMorgan Small Cap Value R5
Price$25.88
Change+$0.37 (+1.45%)
VolumeN/A
Net Assets1.15B
Victory Sycamore Small Company Opp A
Price$42.96
Change+$0.52 (+1.23%)
VolumeN/A
Net Assets5.55B
JSVRX vs SSGSX Comparison Chart
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JSVRX vs. SSGSX commentary
Jun 07, 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: 5.55B vs. JSVRX (1.15B). JSVRX pays higher dividends than SSGSX: JSVRX (1.05) vs SSGSX (0.52). 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 : -6.02 vs. SSGSX (-9.66). JSVRX return over 5 years is better than : 22.30 vs. SSGSX (8.79).
| 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 | -7.243 | -8.594 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 5.55B | 21% |
| Annual Yield % from dividends | 1.05 | 0.52 | 200% |
| Returns for 1 year | -6.02 | -9.66 | 62% |
| Returns for 3 years | -8.93 | -12.89 | 69% |
| Returns for 5 years | 22.30 | 8.79 | 254% |
| Returns for 10 years | -1.75 | 8.65 | -20% |
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