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JSVUX vs SSGSX
JSVUX vs SSGSX Comparison
Open Charts JSVUX vs SSGSX
JPMorgan Small Cap Value R6
Price$27.37
Change-$0.71 (-2.53%)
VolumeN/A
Net Assets1.22B
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.83 (-1.78%)
VolumeN/A
Net Assets6.33B
JSVUX vs SSGSX Comparison Chart
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JSVUX vs. SSGSX commentary
Feb 23, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.33B vs. JSVUX (1.22B). 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 : 3.11 vs. SSGSX (-2.79). JSVUX return over 5 years is better than : 14.34 vs. SSGSX (4.83).
| 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 | -0.761 | -1.357 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 6.33B | 19% |
| Annual Yield % from dividends | 1.49 | 0.35 | 419% |
| Returns for 1 year | 3.11 | -2.79 | -111% |
| Returns for 3 years | -1.41 | -5.27 | 27% |
| Returns for 5 years | 14.34 | 4.83 | 297% |
| Returns for 10 years | 5.30 | 19.06 | 28% |
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