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LSVQX vs SSGSX
LSVQX vs SSGSX Comparison
Open Charts LSVQX vs SSGSX
LSV Small Cap Value Institutional
Price$19.27
Change-$0.06 (-0.31%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Small Company Opp A
Price$46.08
Change-$0.33 (-0.71%)
VolumeN/A
CapitalizationN/A
LSVQX vs SSGSX Comparison Chart
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LSVQX vs. SSGSX commentary
Dec 20, 2024
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.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.53B vs. LSVQX (512M). 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 : 4.92 vs. SSGSX (-1.46). LSVQX return over 5 years is better than : 45.34 vs. SSGSX (3.05).
| 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 | 6.288 | -2.895 | -217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 6.53B | 8% |
| Annual Yield % from dividends | 1.62 | 0.35 | 456% |
| Returns for 1 year | 4.92 | -1.46 | -337% |
| Returns for 3 years | 22.30 | -4.25 | -525% |
| Returns for 5 years | 45.34 | 3.05 | 1,486% |
| Returns for 10 years | 70.14 | 11.16 | 628% |
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