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JSVRX vs SSGSX
JSVRX vs SSGSX Comparison
Open Charts JSVRX vs SSGSX
JPMorgan Small Cap Value R5
Price$28.27
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets1.29B
Victory Sycamore Small Company Opp A
Price$47.63
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets6.68B
JSVRX vs SSGSX Comparison Chart
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JSVRX vs. SSGSX commentary
Jan 19, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.68B vs. JSVRX (1.29B). 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 : 10.45 vs. SSGSX (5.32). JSVRX return over 5 years is better than : 14.93 vs. SSGSX (6.54).
| 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 | 2.725 | 2.585 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 6.68B | 19% |
| Annual Yield % from dividends | 1.40 | 0.35 | 395% |
| Returns for 1 year | 10.45 | 5.32 | 197% |
| Returns for 3 years | -3.18 | -5.92 | 54% |
| Returns for 5 years | 14.93 | 6.54 | 228% |
| Returns for 10 years | 12.67 | 30.62 | 41% |
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