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PZISX vs SSGSX
PZISX vs SSGSX Comparison
Open Charts PZISX vs SSGSX
Pzena Small Cap Value Institutional
Price$14.12
Change+$0.14 (+1.00%)
VolumeN/A
Net Assets59.61M
Victory Sycamore Small Company Opp A
Price$47.07
Change+$0.20 (+0.43%)
VolumeN/A
Net Assets5.52B
PZISX vs SSGSX Comparison Chart in %
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PZISX vs. SSGSX commentary
Oct 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 PZISX is a Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. PZISX (59.6M). PZISX pays higher dividends than SSGSX: PZISX (1.59) vs SSGSX (0.48). PZISX was incepted earlier than SSGSX: PZISX (9 years) vs SSGSX (27 years). PZISX (1.39) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. PZISX (30.00). SSGSX has a lower initial minimum investment than PZISX: SSGSX (2500) vs PZISX (1000000). SSGSX (-3.20) and PZISX (-3.28) have marching annual gain over last year. PZISX return over 5 years is better than : 66.75 vs. SSGSX (27.06).
| PZISX | SSGSX | PZISX / SSGSX | |
| Total Expense Ratio | 1.00 | 1.26 | 79% |
| Annual Report Gross Expense Ratio | 1.39 | 1.26 | 110% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 0.785 | 1.378 | 57% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.6M | 5.52B | 1% |
| Annual Yield % from dividends | 1.59 | 0.48 | 333% |
| Returns for 1 year | -3.28 | -3.20 | 102% |
| Returns for 3 years | 16.08 | 3.97 | 405% |
| Returns for 5 years | 66.75 | 27.06 | 247% |
| Returns for 10 years | N/A | 23.80 | - |
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