LVAQX
Price
$16.53
Change
+$0.16 (+0.98%)
Updated
Apr 23 closing price
Net Assets
463.92M
SSGSX
Price
$40.06
Change
+$0.33 (+0.83%)
Updated
Apr 23 closing price
Net Assets
5.29B
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LVAQX vs SSGSX

Header iconLVAQX vs SSGSX Comparison
Open Charts LVAQX vs SSGSXBanner chart's image
LSV Small Cap Value Investor
Price$16.53
Change+$0.16 (+0.98%)
VolumeN/A
Net Assets463.92M
Victory Sycamore Small Company Opp A
Price$40.06
Change+$0.33 (+0.83%)
VolumeN/A
Net Assets5.29B
LVAQX vs SSGSX Comparison Chart
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LVAQX vs. SSGSX commentary
Apr 24, 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 Buy and SSGSX is a Buy.

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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.29B vs. LVAQX (464M). 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 : -8.38 vs. SSGSX (-15.28). LVAQX return over 5 years is better than : 113.58 vs. SSGSX (22.94).
LVAQXSSGSXLVAQX / SSGSX
Total Expense Ratio1.101.2687%
Annual Report Gross Expense Ratio1.101.2687%
Fund Existence11 years26 years-
Gain YTD-11.847-14.43082%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets464M5.29B9%
Annual Yield % from dividends1.400.52272%
Returns for 1 year-8.38-15.2855%
Returns for 3 years4.41-16.96-26%
Returns for 5 years113.5822.94495%
Returns for 10 years37.451.362,753%
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