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PZISX vs SSGSX
PZISX vs SSGSX Comparison
Open Charts PZISX vs SSGSX
Pzena Small Cap Value Institutional
Price$12.52
Change-$0.37 (-2.87%)
VolumeN/A
Net Assets43.26M
Victory Sycamore Small Company Opp A
Price$43.57
Change-$0.76 (-1.71%)
VolumeN/A
Net Assets5.41B
PZISX vs SSGSX Comparison Chart in %
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PZISX vs. SSGSX commentary
Aug 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 PZISX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.41B vs. PZISX (43.3M). PZISX pays higher dividends than SSGSX: PZISX (1.72) vs SSGSX (0.50). PZISX was incepted earlier than SSGSX: PZISX (9 years) vs SSGSX (26 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 annual gain was more profitable for investors over the last year : -10.27 vs. PZISX (-16.38). PZISX return over 5 years is better than : 56.92 vs. SSGSX (21.08).
| 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 | 26 years | - |
| Gain YTD | -7.994 | -4.523 | 177% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3M | 5.41B | 1% |
| Annual Yield % from dividends | 1.72 | 0.50 | 343% |
| Returns for 1 year | -16.38 | -10.27 | 159% |
| Returns for 3 years | -2.82 | -7.03 | 40% |
| Returns for 5 years | 56.92 | 21.08 | 270% |
| Returns for 10 years | N/A | 14.32 | - |
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