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KSMVX vs SSGSX
KSMVX vs SSGSX Comparison
Open Charts KSMVX vs SSGSX
Keeley Small-Mid Cap Value A
Price$9.10
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets28.4M
Victory Sycamore Small Company Opp A
Price$47.72
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets6.7B
KSMVX vs SSGSX Comparison Chart
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KSMVX vs. SSGSX commentary
Jan 24, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.7B vs. KSMVX (28.4M). KSMVX pays higher dividends than SSGSX: KSMVX (1.08) vs SSGSX (0.35). KSMVX was incepted earlier than SSGSX: KSMVX (17 years) vs SSGSX (26 years). SSGSX is a more actively managed with annual turnover of: 32.00 vs. KSMVX (17.00). KSMVX (2500) and SSGSX (2500) have matching initial minimum investment requirements. KSMVX annual gain was more profitable for investors over the last year : 7.46 vs. SSGSX (3.85). SSGSX return over 5 years is better than : 8.98 vs. KSMVX (-16.73).
| KSMVX | SSGSX | KSMVX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 3.881 | 2.778 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4M | 6.7B | 0% |
| Annual Yield % from dividends | 1.08 | 0.35 | 305% |
| Returns for 1 year | 7.46 | 3.85 | 194% |
| Returns for 3 years | -7.37 | -2.86 | 257% |
| Returns for 5 years | -16.73 | 8.98 | -186% |
| Returns for 10 years | -31.60 | 27.24 | -116% |
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