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JSVRX vs SSGSX
JSVRX vs SSGSX Comparison
Open Charts JSVRX vs SSGSX
JPMorgan Small Cap Value R5
Price$31.14
Change-$0.24 (-0.76%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Small Company Opp A
Price$53.13
Change-$0.20 (-0.38%)
VolumeN/A
CapitalizationN/A
JSVRX vs SSGSX Comparison Chart
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JSVRX vs. SSGSX commentary
Nov 14, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 7.13B vs. JSVRX (1.41B). JSVRX pays higher dividends than SSGSX: JSVRX (1.40) vs SSGSX (0.35). JSVRX was incepted earlier than SSGSX: JSVRX (19 years) vs SSGSX (26 years). JSVRX is a more actively managed with annual turnover of: 79.00 vs. SSGSX (32.00). 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 : 37.06 vs. SSGSX (20.89). JSVRX return over 5 years is better than : 24.89 vs. SSGSX (17.38).
| JSVRX | SSGSX | JSVRX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 17.446 | 11.826 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 7.13B | 20% |
| Annual Yield % from dividends | 1.40 | 0.35 | 395% |
| Returns for 1 year | 37.06 | 20.89 | 177% |
| Returns for 3 years | -12.62 | -10.24 | 123% |
| Returns for 5 years | 24.89 | 17.38 | 143% |
| Returns for 10 years | 18.72 | 28.53 | 66% |
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