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JSVRX vs SSGSX
JSVRX vs SSGSX Comparison
Open Charts JSVRX vs SSGSX
JPMorgan Small Cap Value R5
Price$23.97
Change+$1.69 (+7.59%)
VolumeN/A
Net Assets1.01B
Victory Sycamore Small Company Opp A
Price$38.61
Change-$1.79 (-4.43%)
VolumeN/A
Net Assets5.42B
JSVRX vs SSGSX Comparison Chart
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JSVRX vs. SSGSX commentary
Apr 11, 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: 5.42B vs. JSVRX (1.01B). JSVRX pays higher dividends than SSGSX: JSVRX (1.04) 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 : -19.53 vs. SSGSX (-22.84). JSVRX return over 5 years is better than : 26.62 vs. SSGSX (9.75).
| 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 | -18.987 | -19.599 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 5.42B | 19% |
| Annual Yield % from dividends | 1.04 | 0.52 | 202% |
| Returns for 1 year | -19.53 | -22.84 | 86% |
| Returns for 3 years | -20.21 | -20.66 | 98% |
| Returns for 5 years | 26.62 | 9.75 | 273% |
| Returns for 10 years | -16.34 | -4.90 | 333% |
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