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LSVQX vs SSGSX
LSVQX vs SSGSX Comparison
Open Charts LSVQX vs SSGSX
LSV Small Cap Value Institutional
Price$18.45
Change-$0.34 (-1.81%)
VolumeN/A
Net Assets523.53M
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.83 (-1.78%)
VolumeN/A
Net Assets6.33B
LSVQX vs SSGSX Comparison Chart
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LSVQX vs. SSGSX commentary
Feb 23, 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.33B vs. LSVQX (524M). LSVQX pays higher dividends than SSGSX: LSVQX (1.62) vs SSGSX (0.35). LSVQX was incepted earlier than SSGSX: LSVQX (12 years) vs SSGSX (26 years). SSGSX is a more actively managed with annual turnover of: 32.00 vs. LSVQX (22.00). 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 : 8.09 vs. SSGSX (-1.03). LSVQX return over 5 years is better than : 51.22 vs. SSGSX (6.73).
| LSVQX | SSGSX | LSVQX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 1.185 | 0.431 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 6.33B | 8% |
| Annual Yield % from dividends | 1.62 | 0.35 | 456% |
| Returns for 1 year | 8.09 | -1.03 | -785% |
| Returns for 3 years | 18.49 | -3.55 | -521% |
| Returns for 5 years | 51.22 | 6.73 | 761% |
| Returns for 10 years | 65.94 | 21.22 | 311% |
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