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KSDIX vs SSGSX
KSDIX vs SSGSX Comparison
Open Charts KSDIX vs SSGSX
Keeley Small Cap Dividend Value I
Price$14.57
Change+$0.14 (+0.97%)
VolumeN/A
Net Assets231.13M
Victory Sycamore Small Company Opp A
Price$39.45
Change+$0.34 (+0.87%)
VolumeN/A
Net Assets5.22B
KSDIX vs SSGSX Comparison Chart
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KSDIX vs. SSGSX commentary
Apr 18, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.22B vs. KSDIX (231M). KSDIX pays higher dividends than SSGSX: KSDIX (2.00) vs SSGSX (0.52). KSDIX was incepted earlier than SSGSX: KSDIX (15 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 : -8.49 vs. SSGSX (-14.16). KSDIX return over 5 years is better than : 44.40 vs. SSGSX (19.58).
| KSDIX | SSGSX | KSDIX / SSGSX | |
| Total Expense Ratio | 1.04 | 1.26 | 83% |
| Annual Report Gross Expense Ratio | 1.25 | 1.26 | 99% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | -13.043 | -15.141 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 5.22B | 4% |
| Annual Yield % from dividends | 2.00 | 0.52 | 389% |
| Returns for 1 year | -8.49 | -14.16 | 60% |
| Returns for 3 years | -14.77 | -17.25 | 86% |
| Returns for 5 years | 44.40 | 19.58 | 227% |
| Returns for 10 years | 1.02 | 1.75 | 58% |
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