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JSVZX vs SSGSX
JSVZX vs SSGSX Comparison
Open Charts JSVZX vs SSGSX
JPMorgan Small Cap Value R2
Price$25.38
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets1.24B
Victory Sycamore Small Company Opp A
Price$47.18
Change-$0.11 (-0.23%)
VolumeN/A
Net Assets5.63B
JSVZX vs SSGSX Comparison Chart in %
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JSVZX vs. SSGSX commentary
Aug 29, 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 JSVZX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.63B vs. JSVZX (1.24B). JSVZX pays higher dividends than SSGSX: JSVZX (0.65) vs SSGSX (0.50). JSVZX was incepted earlier than SSGSX: JSVZX (17 years) vs SSGSX (26 years). JSVZX (1.60) is less costly to investors than SSGSX (1.26). JSVZX is a more actively managed with annual turnover of: 61.00 vs. SSGSX (37.00). JSVZX has a lower initial minimum investment than SSGSX: JSVZX (0) vs SSGSX (2500). JSVZX annual gain was more profitable for investors over the last year : -1.31 vs. SSGSX (-3.93). JSVZX return over 5 years is better than : 31.16 vs. SSGSX (20.68).
| JSVZX | SSGSX | JSVZX / SSGSX | |
| Total Expense Ratio | 1.49 | 1.26 | 118% |
| Annual Report Gross Expense Ratio | 1.60 | 1.26 | 127% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 5.296 | 1.852 | 286% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 5.63B | 22% |
| Annual Yield % from dividends | 0.65 | 0.50 | 130% |
| Returns for 1 year | -1.31 | -3.93 | 33% |
| Returns for 3 years | 5.23 | -0.85 | -617% |
| Returns for 5 years | 31.16 | 20.68 | 151% |
| Returns for 10 years | 9.33 | 24.03 | 39% |
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