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KSDIX vs SSGSX
KSDIX vs SSGSX Comparison
Open Charts KSDIX vs SSGSX
Keeley Small Cap Dividend Value I
Price$17.08
Change-$0.18 (-1.04%)
VolumeN/A
Net Assets285.33M
Victory Sycamore Small Company Opp A
Price$47.79
Change-$0.47 (-0.97%)
VolumeN/A
Net Assets6.77B
KSDIX vs SSGSX Comparison Chart
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KSDIX vs. SSGSX commentary
Jan 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 KSDIX is a Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.77B vs. KSDIX (285M). KSDIX pays higher dividends than SSGSX: KSDIX (2.02) vs SSGSX (0.35). KSDIX was incepted earlier than SSGSX: KSDIX (15 years) vs SSGSX (26 years). SSGSX is a more actively managed with annual turnover of: 32.00 vs. KSDIX (21.00). 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 : 12.03 vs. SSGSX (3.44). KSDIX return over 5 years is better than : 15.30 vs. SSGSX (9.14).
| KSDIX | SSGSX | KSDIX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 2.738 | 2.929 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 6.77B | 4% |
| Annual Yield % from dividends | 2.02 | 0.35 | 569% |
| Returns for 1 year | 12.03 | 3.44 | 350% |
| Returns for 3 years | 2.54 | -1.15 | -220% |
| Returns for 5 years | 15.30 | 9.14 | 167% |
| Returns for 10 years | 21.46 | 28.45 | 75% |
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