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JSVZX vs SSGSX
JSVZX vs SSGSX Comparison
Open Charts JSVZX vs SSGSX
JPMorgan Small Cap Value R2
Price$25.27
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets1.2B
Victory Sycamore Small Company Opp A
Price$44.46
Change+$0.08 (+0.18%)
VolumeN/A
Net Assets4.98B
JSVZX vs SSGSX Comparison Chart in %
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JSVZX vs. SSGSX commentary
Nov 19, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.98B vs. JSVZX (1.2B). JSVZX pays higher dividends than SSGSX: JSVZX (0.58) vs SSGSX (0.49). JSVZX was incepted earlier than SSGSX: JSVZX (17 years) vs SSGSX (27 years). JSVZX (1.60) is less costly to investors than SSGSX (1.26). JSVZX is a more actively managed with annual turnover of: 72.00 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 : -5.79 vs. SSGSX (-14.44). JSVZX return over 5 years is better than : 14.07 vs. SSGSX (2.06).
| 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 | 27 years | - |
| Gain YTD | 4.907 | -4.415 | -111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 4.98B | 24% |
| Annual Yield % from dividends | 0.58 | 0.49 | 120% |
| Returns for 1 year | -5.79 | -14.44 | 40% |
| Returns for 3 years | 4.71 | -10.47 | -45% |
| Returns for 5 years | 14.07 | 2.06 | 682% |
| Returns for 10 years | 4.46 | 12.64 | 35% |
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