LSVQX
Price
$16.70
Change
-$1.25 (-6.96%)
Updated
Apr 3 closing price
Net Assets
504.65M
SSGSX
Price
$40.36
Change
-$3.24 (-7.43%)
Updated
Apr 3 closing price
Net Assets
5.88B
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LSVQX vs SSGSX

Header iconLSVQX vs SSGSX Comparison
Open Charts LSVQX vs SSGSXBanner chart's image
LSV Small Cap Value Institutional
Price$16.70
Change-$1.25 (-6.96%)
VolumeN/A
Net Assets504.65M
Victory Sycamore Small Company Opp A
Price$40.36
Change-$3.24 (-7.43%)
VolumeN/A
Net Assets5.88B
LSVQX vs SSGSX Comparison Chart
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LSVQX 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 LSVQX is a Hold and SSGSX is a Hold.

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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.88B vs. LSVQX (505M). LSVQX pays higher dividends than SSGSX: LSVQX (1.82) vs SSGSX (0.52). LSVQX was incepted earlier than SSGSX: LSVQX (12 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than LSVQX (0.85). SSGSX is a more actively managed with annual turnover of: 37.00 vs. LSVQX (25.00). SSGSX has a lower initial minimum investment than LSVQX: SSGSX (2500) vs LSVQX (100000). LSVQX annual gain was more profitable for investors over the last year : -0.83 vs. SSGSX (-9.24). LSVQX return over 5 years is better than : 174.75 vs. SSGSX (51.13).
LSVQXSSGSXLSVQX / SSGSX
Total Expense Ratio0.851.2667%
Annual Report Gross Expense Ratio0.851.2667%
Fund Existence12 years26 years-
Gain YTD-3.339-6.09555%
Front LoadN/A6%-
Min. Initial Investment10000025004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets505M5.88B9%
Annual Yield % from dividends1.820.52353%
Returns for 1 year-0.83-9.249%
Returns for 3 years11.52-10.59-109%
Returns for 5 years174.7551.13342%
Returns for 10 years53.5610.74499%
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