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JSVUX vs SSGSX
JSVUX vs SSGSX Comparison
Open Charts JSVUX vs SSGSX
JPMorgan Small Cap Value R6
Price$23.70
Change+$0.26 (+1.11%)
VolumeN/A
Net Assets1.06B
Victory Sycamore Small Company Opp A
Price$39.45
Change+$0.34 (+0.87%)
VolumeN/A
Net Assets5.22B
JSVUX vs SSGSX Comparison Chart
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JSVUX vs. SSGSX commentary
Apr 18, 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: 5.22B vs. JSVUX (1.06B). 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 : -10.38 vs. SSGSX (-14.16). JSVUX return over 5 years is better than : 39.42 vs. SSGSX (19.58).
| 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 | -14.426 | -15.141 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 5.22B | 20% |
| Annual Yield % from dividends | 1.16 | 0.52 | 225% |
| Returns for 1 year | -10.38 | -14.16 | 73% |
| Returns for 3 years | -16.70 | -17.25 | 97% |
| Returns for 5 years | 39.42 | 19.58 | 201% |
| Returns for 10 years | -9.90 | 1.75 | -564% |
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