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PSOAX vs SSGSX
PSOAX vs SSGSX Comparison
Open Charts PSOAX vs SSGSX
JPMorgan Small Cap Value A
Price$22.48
Change-$0.33 (-1.45%)
VolumeN/A
Net Assets1.14B
Victory Sycamore Small Company Opp A
Price$42.42
Change-$0.53 (-1.23%)
VolumeN/A
Net Assets5.89B
PSOAX vs SSGSX Comparison Chart
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PSOAX vs. SSGSX commentary
Mar 14, 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: 5.89B vs. PSOAX (1.14B). PSOAX pays higher dividends than SSGSX: PSOAX (0.78) vs SSGSX (0.49). 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 : -6.82 vs. SSGSX (-9.38). PSOAX return over 5 years is better than : 41.34 vs. SSGSX (32.04).
| 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 | -7.689 | -6.978 | 110% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 5.89B | 19% |
| Annual Yield % from dividends | 0.78 | 0.49 | 161% |
| Returns for 1 year | -6.82 | -9.38 | 73% |
| Returns for 3 years | -11.89 | -10.15 | 117% |
| Returns for 5 years | 41.34 | 32.04 | 129% |
| Returns for 10 years | -9.90 | 14.00 | -71% |
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