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LSVQX vs SSGSX
LSVQX vs SSGSX Comparison
Open Charts LSVQX vs SSGSX
LSV Small Cap Value Institutional
Price$17.76
Change+$0.22 (+1.25%)
VolumeN/A
Net Assets527.09M
Victory Sycamore Small Company Opp A
Price$42.96
Change+$0.52 (+1.23%)
VolumeN/A
Net Assets5.55B
LSVQX vs SSGSX Comparison Chart
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LSVQX vs. SSGSX commentary
Jun 07, 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 StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.55B vs. LSVQX (527M). LSVQX pays higher dividends than SSGSX: LSVQX (1.83) 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 : -1.33 vs. SSGSX (-9.66). LSVQX return over 5 years is better than : 72.29 vs. SSGSX (8.79).
| LSVQX | SSGSX | LSVQX / SSGSX | |
| Total Expense Ratio | 0.85 | 1.26 | 67% |
| Annual Report Gross Expense Ratio | 0.85 | 1.26 | 67% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | -5.547 | -8.594 | 65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 5.55B | 9% |
| Annual Yield % from dividends | 1.83 | 0.52 | 349% |
| Returns for 1 year | -1.33 | -9.66 | 14% |
| Returns for 3 years | 8.79 | -12.89 | -68% |
| Returns for 5 years | 72.29 | 8.79 | 822% |
| Returns for 10 years | 54.90 | 8.65 | 635% |
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