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KSDIX vs SSGSX
KSDIX vs SSGSX Comparison
Open Charts KSDIX vs SSGSX
Keeley Small Cap Dividend Value I
Price$16.00
Change+$0.18 (+1.14%)
VolumeN/A
Net Assets248.61M
Victory Sycamore Small Company Opp A
Price$42.96
Change+$0.52 (+1.23%)
VolumeN/A
Net Assets5.55B
KSDIX vs SSGSX Comparison Chart
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KSDIX 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 KSDIX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.55B vs. KSDIX (249M). KSDIX pays higher dividends than SSGSX: KSDIX (1.99) vs SSGSX (0.52). KSDIX was incepted earlier than SSGSX: KSDIX (16 years) vs SSGSX (26 years). SSGSX (1.26) and KSDIX (1.25) have similar cost to investors . SSGSX is a more actively managed with annual turnover of: 37.00 vs. KSDIX (19.00). SSGSX has a lower initial minimum investment than KSDIX: SSGSX (2500) vs KSDIX (1000000). KSDIX annual gain was more profitable for investors over the last year : -4.33 vs. SSGSX (-9.66). KSDIX return over 5 years is better than : 23.27 vs. SSGSX (8.79).
| KSDIX | SSGSX | KSDIX / SSGSX | |
| Total Expense Ratio | 1.04 | 1.26 | 83% |
| Annual Report Gross Expense Ratio | 1.25 | 1.26 | 99% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -5.388 | -8.594 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 5.55B | 4% |
| Annual Yield % from dividends | 1.99 | 0.52 | 381% |
| Returns for 1 year | -4.33 | -9.66 | 45% |
| Returns for 3 years | -6.61 | -12.89 | 51% |
| Returns for 5 years | 23.27 | 8.79 | 265% |
| Returns for 10 years | 10.88 | 8.65 | 126% |
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