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KVALX vs SSGSX
KVALX vs SSGSX Comparison
Open Charts KVALX vs SSGSX
Kennedy Capital Small Cap Value Instl
Price$12.28
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets34.25M
Victory Sycamore Small Company Opp A
Price$44.29
Change+$0.15 (+0.34%)
VolumeN/A
Net Assets5.38B
KVALX vs SSGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.38B vs. KVALX (34.3M). KVALX pays higher dividends than SSGSX: KVALX (0.86) vs SSGSX (0.50). KVALX was incepted earlier than SSGSX: KVALX (3 years) vs SSGSX (26 years). KVALX (1.84) is less costly to investors than SSGSX (1.26). KVALX is a more actively managed with annual turnover of: 49.00 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than KVALX: SSGSX (2500) vs KVALX (5000). KVALX annual gain was more profitable for investors over the last year : 4.92 vs. SSGSX (-6.25).
| KVALX | SSGSX | KVALX / SSGSX | |
| Total Expense Ratio | 0.89 | 1.26 | 71% |
| Annual Report Gross Expense Ratio | 1.84 | 1.26 | 146% |
| Fund Existence | 3 years | 26 years | - |
| Gain YTD | 1.153 | -4.609 | -25% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.3M | 5.38B | 1% |
| Annual Yield % from dividends | 0.86 | 0.50 | 172% |
| Returns for 1 year | 4.92 | -6.25 | -79% |
| Returns for 3 years | 23.23 | -7.04 | -330% |
| Returns for 5 years | N/A | 14.49 | - |
| Returns for 10 years | N/A | 13.13 | - |