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JSVUX vs SSGSX
JSVUX vs SSGSX Comparison
Open Charts JSVUX vs SSGSX
JPMorgan Small Cap Value R6
Price$25.27
Change+$0.37 (+1.49%)
VolumeN/A
Net Assets1.13B
Victory Sycamore Small Company Opp A
Price$41.78
Change+$0.72 (+1.75%)
VolumeN/A
Net Assets5.44B
JSVUX vs SSGSX Comparison Chart
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JSVUX vs. SSGSX commentary
May 09, 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 Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.44B vs. JSVUX (1.13B). JSVUX pays higher dividends than SSGSX: JSVUX (1.20) vs SSGSX (0.54). 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 : -10.40 vs. SSGSX (-13.81). JSVUX return over 5 years is better than : 38.26 vs. SSGSX (19.87).
| 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 | -9.780 | -11.673 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 5.44B | 21% |
| Annual Yield % from dividends | 1.20 | 0.54 | 221% |
| Returns for 1 year | -10.40 | -13.81 | 75% |
| Returns for 3 years | -6.82 | -12.55 | 54% |
| Returns for 5 years | 38.26 | 19.87 | 193% |
| Returns for 10 years | -4.17 | 5.86 | -71% |
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