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JSVZX vs SSGSX
JSVZX vs SSGSX Comparison
Open Charts JSVZX vs SSGSX
JPMorgan Small Cap Value R2
Price$25.72
Change-$0.34 (-1.30%)
VolumeN/A
Net Assets1.26B
Victory Sycamore Small Company Opp A
Price$46.54
Change-$0.45 (-0.96%)
VolumeN/A
Net Assets5.49B
JSVZX vs SSGSX Comparison Chart in %
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JSVZX vs. SSGSX commentary
Oct 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.49B vs. JSVZX (1.26B). JSVZX pays higher dividends than SSGSX: JSVZX (0.59) vs SSGSX (0.48). 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: 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 : 2.27 vs. SSGSX (-3.68). JSVZX return over 5 years is better than : 30.85 vs. SSGSX (20.58).
| 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 | 8.186 | 1.206 | 679% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 5.49B | 23% |
| Annual Yield % from dividends | 0.59 | 0.48 | 123% |
| Returns for 1 year | 2.27 | -3.68 | -62% |
| Returns for 3 years | 19.13 | 7.50 | 255% |
| Returns for 5 years | 30.85 | 20.58 | 150% |
| Returns for 10 years | 9.19 | 20.51 | 45% |
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