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JSVRX vs SSGSX
JSVRX vs SSGSX Comparison
Open Charts JSVRX vs SSGSX
JPMorgan Small Cap Value R5
Price$27.53
Change-$1.29 (-4.48%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Small Company Opp A
Price$46.41
Change-$2.12 (-4.37%)
VolumeN/A
CapitalizationN/A
JSVRX vs SSGSX Comparison Chart
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JSVRX vs. SSGSX commentary
Dec 19, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.85B vs. JSVRX (1.32B). 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 : 10.35 vs. SSGSX (1.76). JSVRX return over 5 years is better than : 17.21 vs. SSGSX (7.99).
| 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 | 7.865 | 1.761 | 447% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 6.85B | 19% |
| Annual Yield % from dividends | 1.40 | 0.35 | 395% |
| Returns for 1 year | 10.35 | 1.76 | 589% |
| Returns for 3 years | 0.57 | -1.81 | -32% |
| Returns for 5 years | 17.21 | 7.99 | 215% |
| Returns for 10 years | 12.30 | 17.10 | 72% |