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KSDIX vs SSGSX
KSDIX vs SSGSX Comparison
Open Charts KSDIX vs SSGSX
Keeley Gabelli Small Cap Dividend I
Price$16.57
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets261.41M
Victory Sycamore Small Company Opp A
Price$44.14
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.37B
KSDIX vs SSGSX Comparison Chart in %
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KSDIX vs. SSGSX commentary
Aug 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 KSDIX is a Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.37B vs. KSDIX (261M). KSDIX pays higher dividends than SSGSX: KSDIX (1.88) vs SSGSX (0.50). 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 : -0.05 vs. SSGSX (-5.17). KSDIX return over 5 years is better than : 32.64 vs. SSGSX (14.10).
| 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 | -0.316 | -4.932 | 6% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 5.37B | 5% |
| Annual Yield % from dividends | 1.88 | 0.50 | 375% |
| Returns for 1 year | -0.05 | -5.17 | 1% |
| Returns for 3 years | 0.99 | -7.99 | -12% |
| Returns for 5 years | 32.64 | 14.10 | 231% |
| Returns for 10 years | 20.26 | 12.22 | 166% |
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