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LVAQX vs SSGSX
LVAQX vs SSGSX Comparison
Open Charts LVAQX vs SSGSX
LSV Small Cap Value Investor
Price$17.74
Change+$0.23 (+1.31%)
VolumeN/A
Net Assets527.09M
Victory Sycamore Small Company Opp A
Price$42.96
Change+$0.52 (+1.23%)
VolumeN/A
Net Assets5.55B
LVAQX vs SSGSX Comparison Chart
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LVAQX 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 LVAQX is a StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.55B vs. LVAQX (527M). LVAQX pays higher dividends than SSGSX: LVAQX (1.41) vs SSGSX (0.52). LVAQX was incepted earlier than SSGSX: LVAQX (11 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than LVAQX (1.10). SSGSX is a more actively managed with annual turnover of: 37.00 vs. LVAQX (25.00). LVAQX has a lower initial minimum investment than SSGSX: LVAQX (1000) vs SSGSX (2500). LVAQX annual gain was more profitable for investors over the last year : -1.62 vs. SSGSX (-9.66). LVAQX return over 5 years is better than : 70.05 vs. SSGSX (8.79).
| LVAQX | SSGSX | LVAQX / SSGSX | |
| Total Expense Ratio | 1.10 | 1.26 | 87% |
| Annual Report Gross Expense Ratio | 1.10 | 1.26 | 87% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -5.708 | -8.594 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 5.55B | 9% |
| Annual Yield % from dividends | 1.41 | 0.52 | 269% |
| Returns for 1 year | -1.62 | -9.66 | 17% |
| Returns for 3 years | 7.87 | -12.89 | -61% |
| Returns for 5 years | 70.05 | 8.79 | 797% |
| Returns for 10 years | 50.78 | 8.65 | 587% |
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