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PSOAX vs SSGSX
PSOAX vs SSGSX Comparison
Open Charts PSOAX vs SSGSX
JPMorgan Small Cap Value A
Price$22.71
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets1.14B
Victory Sycamore Small Company Opp A
Price$42.03
Change-$0.13 (-0.31%)
VolumeN/A
Net Assets5.53B
PSOAX vs SSGSX Comparison Chart
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PSOAX vs. SSGSX commentary
Jun 03, 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: 5.53B vs. PSOAX (1.14B). 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 : -8.63 vs. SSGSX (-11.77). PSOAX return over 5 years is better than : 23.44 vs. SSGSX (13.69).
| 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 | -7.932 | -9.197 | 86% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 5.53B | 21% |
| Annual Yield % from dividends | 0.83 | 0.52 | 159% |
| Returns for 1 year | -8.63 | -11.77 | 73% |
| Returns for 3 years | -9.66 | -12.22 | 79% |
| Returns for 5 years | 23.44 | 13.69 | 171% |
| Returns for 10 years | -10.17 | 7.32 | -139% |
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