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JSVUX vs SSGSX
JSVUX vs SSGSX Comparison
Open Charts JSVUX vs SSGSX
JPMorgan Small Cap Value R6
Price$26.57
Change+$0.36 (+1.37%)
VolumeN/A
Net Assets1.17B
Victory Sycamore Small Company Opp A
Price$43.83
Change+$0.68 (+1.58%)
VolumeN/A
Net Assets5.56B
JSVUX vs SSGSX Comparison Chart in %
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JSVUX vs. SSGSX commentary
Jun 27, 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 JSVUX is a StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.56B vs. JSVUX (1.17B). JSVUX pays higher dividends than SSGSX: JSVUX (1.16) vs SSGSX (0.52). JSVUX was incepted earlier than SSGSX: JSVUX (20 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than JSVUX (0.76). JSVUX is a more actively managed with annual turnover of: 61.00 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than JSVUX: SSGSX (2500) vs JSVUX (15000000). JSVUX annual gain was more profitable for investors over the last year : -1.51 vs. SSGSX (-5.89). JSVUX return over 5 years is better than : 45.11 vs. SSGSX (27.23).
| JSVUX | SSGSX | JSVUX / SSGSX | |
| Total Expense Ratio | 0.74 | 1.26 | 59% |
| Annual Report Gross Expense Ratio | 0.76 | 1.26 | 60% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | -4.881 | -7.064 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 5.56B | 21% |
| Annual Yield % from dividends | 1.16 | 0.52 | 222% |
| Returns for 1 year | -1.51 | -5.89 | 26% |
| Returns for 3 years | 4.15 | -3.81 | -109% |
| Returns for 5 years | 45.11 | 27.23 | 166% |
| Returns for 10 years | 1.75 | 10.33 | 17% |
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