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PSOAX vs SSGSX
PSOAX vs SSGSX Comparison
Open Charts PSOAX vs SSGSX
JPMorgan Small Cap Value A
Price$24.82
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets1.23B
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
PSOAX vs SSGSX Comparison Chart in %
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PSOAX vs. SSGSX commentary
Jul 06, 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 StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. PSOAX (1.23B). PSOAX pays higher dividends than SSGSX: PSOAX (0.85) vs SSGSX (0.51). 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 : 2.36 vs. SSGSX (-1.26). PSOAX return over 5 years is better than : 42.04 vs. SSGSX (29.33).
| 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 | 0.710 | -2.068 | -34% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 5.82B | 21% |
| Annual Yield % from dividends | 0.85 | 0.51 | 168% |
| Returns for 1 year | 2.36 | -1.26 | -187% |
| Returns for 3 years | 9.57 | 2.38 | 402% |
| Returns for 5 years | 42.04 | 29.33 | 143% |
| Returns for 10 years | -0.36 | 16.52 | -2% |
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