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JSVUX vs SSGSX
JSVUX vs SSGSX Comparison
Open Charts JSVUX vs SSGSX
JPMorgan Small Cap Value R6
Price$27.60
Change-$1.29 (-4.47%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Small Company Opp A
Price$46.41
Change-$2.12 (-4.37%)
VolumeN/A
CapitalizationN/A
JSVUX vs SSGSX Comparison Chart
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JSVUX 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 JSVUX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.85B vs. JSVUX (1.32B). JSVUX pays higher dividends than SSGSX: JSVUX (1.49) vs SSGSX (0.35). JSVUX was incepted earlier than SSGSX: JSVUX (20 years) vs SSGSX (26 years). JSVUX is a more actively managed with annual turnover of: 79.00 vs. SSGSX (32.00). 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 : 10.44 vs. SSGSX (4.35). JSVUX return over 5 years is better than : 17.73 vs. SSGSX (9.53).
| JSVUX | SSGSX | JSVUX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 7.977 | 2.915 | 274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 6.85B | 19% |
| Annual Yield % from dividends | 1.49 | 0.35 | 419% |
| Returns for 1 year | 10.44 | 4.35 | 240% |
| Returns for 3 years | 0.77 | -0.70 | -111% |
| Returns for 5 years | 17.73 | 9.53 | 186% |
| Returns for 10 years | 13.24 | 18.43 | 72% |