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KSDVX vs SSGSX
KSDVX vs SSGSX Comparison
Open Charts KSDVX vs SSGSX
Keeley Small Cap Dividend Value A
Price$15.09
Change+$0.12 (+0.80%)
VolumeN/A
Net Assets237.7M
Victory Sycamore Small Company Opp A
Price$40.62
Change+$0.19 (+0.47%)
VolumeN/A
Net Assets5.38B
KSDVX vs SSGSX Comparison Chart
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KSDVX vs. SSGSX commentary
Apr 29, 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 KSDVX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.38B vs. KSDVX (238M). KSDVX pays higher dividends than SSGSX: KSDVX (1.75) vs SSGSX (0.52). KSDVX was incepted earlier than SSGSX: KSDVX (15 years) vs SSGSX (26 years). KSDVX (1.50) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. KSDVX (19.00). SSGSX initial investment is less costly to investors than KSDVX (5%) vs KSDVX (5%). KSDVX (2500) and SSGSX (2500) have matching initial minimum investment requirements. KSDVX annual gain was more profitable for investors over the last year : -9.05 vs. SSGSX (-13.14). KSDVX return over 5 years is better than : 30.23 vs. SSGSX (12.80).
| KSDVX | SSGSX | KSDVX / SSGSX | |
| Total Expense Ratio | 1.29 | 1.26 | 102% |
| Annual Report Gross Expense Ratio | 1.50 | 1.26 | 119% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | -10.529 | -12.923 | 81% |
| Front Load | 5% | 6% | 78% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 5.38B | 4% |
| Annual Yield % from dividends | 1.75 | 0.52 | 339% |
| Returns for 1 year | -9.05 | -13.14 | 69% |
| Returns for 3 years | -8.03 | -13.42 | 60% |
| Returns for 5 years | 30.23 | 12.80 | 236% |
| Returns for 10 years | 2.36 | 4.70 | 50% |