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PSOAX vs SSGSX
PSOAX vs SSGSX Comparison
Open Charts PSOAX vs SSGSX
JPMorgan Small Cap Value A
Price$22.63
Change+$0.51 (+2.31%)
VolumeN/A
Net Assets1.15B
Victory Sycamore Small Company Opp A
Price$41.55
Change+$0.87 (+2.14%)
VolumeN/A
Net Assets5.51B
PSOAX vs SSGSX Comparison Chart
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PSOAX vs. SSGSX commentary
May 04, 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.51B vs. PSOAX (1.15B). PSOAX pays higher dividends than SSGSX: PSOAX (0.86) vs SSGSX (0.54). 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 : -7.87 vs. SSGSX (-10.47). PSOAX return over 5 years is better than : 38.16 vs. SSGSX (24.62).
| 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 | -8.418 | -10.510 | 80% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 5.51B | 21% |
| Annual Yield % from dividends | 0.86 | 0.54 | 158% |
| Returns for 1 year | -7.87 | -10.47 | 75% |
| Returns for 3 years | -9.40 | -12.12 | 78% |
| Returns for 5 years | 38.16 | 24.62 | 155% |
| Returns for 10 years | -9.22 | 8.23 | -112% |
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