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LSVQX vs SSGSX
LSVQX vs SSGSX Comparison
Open Charts LSVQX vs SSGSX
LSV Small Cap Value Institutional
Price$16.78
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets477.32M
Victory Sycamore Small Company Opp A
Price$40.43
Change-$0.26 (-0.64%)
VolumeN/A
Net Assets5.38B
LSVQX vs SSGSX Comparison Chart
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LSVQX vs. SSGSX commentary
Apr 28, 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: 5.38B vs. LSVQX (477M). 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 : -5.29 vs. SSGSX (-12.70). LSVQX return over 5 years is better than : 121.43 vs. SSGSX (25.11).
| 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 | -9.639 | -12.923 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 5.38B | 9% |
| Annual Yield % from dividends | 1.82 | 0.52 | 353% |
| Returns for 1 year | -5.29 | -12.70 | 42% |
| Returns for 3 years | 10.70 | -13.46 | -80% |
| Returns for 5 years | 121.43 | 25.11 | 484% |
| Returns for 10 years | 44.18 | 3.15 | 1,404% |
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