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LVAQX vs SSGSX
LVAQX vs SSGSX Comparison
Open Charts LVAQX vs SSGSX
LSV Small Cap Value Investor
Price$18.44
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
LVAQX vs SSGSX Comparison Chart
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LVAQX 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 LVAQX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.33B vs. LVAQX (524M). LVAQX pays higher dividends than SSGSX: LVAQX (1.35) vs SSGSX (0.35). LVAQX was incepted earlier than SSGSX: LVAQX (11 years) vs SSGSX (26 years). SSGSX is a more actively managed with annual turnover of: 32.00 vs. LVAQX (22.00). 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 : 5.89 vs. SSGSX (-2.79). LVAQX return over 5 years is better than : 46.63 vs. SSGSX (4.83).
| LVAQX | SSGSX | LVAQX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -0.700 | -1.357 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 6.33B | 8% |
| Annual Yield % from dividends | 1.35 | 0.35 | 381% |
| Returns for 1 year | 5.89 | -2.79 | -211% |
| Returns for 3 years | 15.43 | -5.27 | -293% |
| Returns for 5 years | 46.63 | 4.83 | 966% |
| Returns for 10 years | 58.79 | 19.06 | 308% |
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