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JSVUX vs SSGSX
JSVUX vs SSGSX Comparison
Open Charts JSVUX vs SSGSX
JPMorgan Small Cap Value R6
Price$25.94
Change+$0.37 (+1.45%)
VolumeN/A
Net Assets1.15B
Victory Sycamore Small Company Opp A
Price$42.96
Change+$0.52 (+1.23%)
VolumeN/A
Net Assets5.55B
JSVUX vs SSGSX Comparison Chart
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JSVUX vs. SSGSX commentary
Jun 07, 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: 5.55B vs. JSVUX (1.15B). 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 : -5.93 vs. SSGSX (-9.66). JSVUX return over 5 years is better than : 22.87 vs. SSGSX (8.79).
| 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 | -7.204 | -8.594 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 5.55B | 21% |
| Annual Yield % from dividends | 1.16 | 0.52 | 222% |
| Returns for 1 year | -5.93 | -9.66 | 61% |
| Returns for 3 years | -8.70 | -12.89 | 68% |
| Returns for 5 years | 22.87 | 8.79 | 260% |
| Returns for 10 years | -0.91 | 8.65 | -10% |
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