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PSOAX vs SSGSX
PSOAX vs SSGSX Comparison
Open Charts PSOAX vs SSGSX
JPMorgan Small Cap Value A
Price$20.82
Change+$0.25 (+1.22%)
VolumeN/A
Net Assets1.05B
Victory Sycamore Small Company Opp A
Price$39.06
Change+$0.45 (+1.17%)
VolumeN/A
Net Assets5.23B
PSOAX vs SSGSX Comparison Chart
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PSOAX vs. SSGSX commentary
Apr 13, 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 PSOAX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.23B vs. PSOAX (1.05B). PSOAX pays higher dividends than SSGSX: PSOAX (0.83) vs SSGSX (0.52). PSOAX was incepted earlier than SSGSX: PSOAX (30 years) vs SSGSX (26 years). PSOAX (1.28) and SSGSX (1.26) have similar cost to investors . PSOAX is a more actively managed with annual turnover of: 61.00 vs. SSGSX (37.00). SSGSX initial investment is less costly to investors than PSOAX (5%) vs PSOAX (5%). PSOAX has a lower initial minimum investment than SSGSX: PSOAX (1000) vs SSGSX (2500). PSOAX annual gain was more profitable for investors over the last year : -15.23 vs. SSGSX (-18.12). PSOAX return over 5 years is better than : 26.14 vs. SSGSX (13.51).
| PSOAX | SSGSX | PSOAX / SSGSX | |
| Total Expense Ratio | 1.19 | 1.26 | 94% |
| Annual Report Gross Expense Ratio | 1.28 | 1.26 | 102% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | -15.743 | -16.843 | 93% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 5.23B | 20% |
| Annual Yield % from dividends | 0.83 | 0.52 | 160% |
| Returns for 1 year | -15.23 | -18.12 | 84% |
| Returns for 3 years | -18.78 | -17.94 | 105% |
| Returns for 5 years | 26.14 | 13.51 | 193% |
| Returns for 10 years | -19.26 | -1.50 | 1,287% |
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