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KSMVX vs SSGSX
KSMVX vs SSGSX Comparison
Open Charts KSMVX vs SSGSX
Keeley Small-Mid Cap Value A
Price$7.87
Change-$0.57 (-6.75%)
VolumeN/A
Net Assets25.86M
Victory Sycamore Small Company Opp A
Price$40.36
Change-$3.24 (-7.43%)
VolumeN/A
Net Assets5.88B
KSMVX vs SSGSX Comparison Chart
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KSMVX vs. SSGSX commentary
Apr 04, 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 KSMVX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.88B vs. KSMVX (25.9M). KSMVX pays higher dividends than SSGSX: KSMVX (0.90) vs SSGSX (0.52). KSMVX was incepted earlier than SSGSX: KSMVX (18 years) vs SSGSX (26 years). KSMVX (1.92) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. KSMVX (26.00). SSGSX initial investment is less costly to investors than KSMVX (5%) vs KSMVX (5%). KSMVX (2500) and SSGSX (2500) have matching initial minimum investment requirements. KSMVX (-9.16) and SSGSX (-9.24) have marching annual gain over last year. SSGSX return over 5 years is better than : 51.13 vs. KSMVX (43.55).
| KSMVX | SSGSX | KSMVX / SSGSX | |
| Total Expense Ratio | 1.51 | 1.26 | 120% |
| Annual Report Gross Expense Ratio | 1.92 | 1.26 | 152% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | -3.653 | -6.095 | 60% |
| Front Load | 5% | 6% | 78% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9M | 5.88B | 0% |
| Annual Yield % from dividends | 0.90 | 0.52 | 175% |
| Returns for 1 year | -9.16 | -9.24 | 99% |
| Returns for 3 years | -14.09 | -10.59 | 133% |
| Returns for 5 years | 43.55 | 51.13 | 85% |
| Returns for 10 years | -40.29 | 10.74 | -375% |
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