Ad is loading...
LVAQX vs SSGSX
LVAQX vs SSGSX Comparison
Open Charts LVAQX vs SSGSX
LSV Small Cap Value Investor
Price$16.69
Change-$1.24 (-6.92%)
VolumeN/A
Net Assets504.65M
Victory Sycamore Small Company Opp A
Price$40.36
Change-$3.24 (-7.43%)
VolumeN/A
Net Assets5.88B
LVAQX vs SSGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LVAQX vs. SSGSX commentary
Apr 04, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.88B vs. LVAQX (505M). LVAQX pays higher dividends than SSGSX: LVAQX (1.40) 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 : -1.12 vs. SSGSX (-9.24). LVAQX return over 5 years is better than : 171.11 vs. SSGSX (51.13).
| 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 | -3.446 | -6.095 | 57% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 5.88B | 9% |
| Annual Yield % from dividends | 1.40 | 0.52 | 272% |
| Returns for 1 year | -1.12 | -9.24 | 12% |
| Returns for 3 years | 10.65 | -10.59 | -101% |
| Returns for 5 years | 171.11 | 51.13 | 335% |
| Returns for 10 years | 49.56 | 10.74 | 461% |
View a ticker or compare two or three
VS
VS
Ad is loading...