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PZVSX vs SSGSX
PZVSX vs SSGSX Comparison
Open Charts PZVSX vs SSGSX
Pzena Small Cap Value Investor
Price$12.95
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets43.28M
Victory Sycamore Small Company Opp A
Price$44.14
Change-$0.11 (-0.25%)
VolumeN/A
Net Assets5.38B
PZVSX vs SSGSX Comparison Chart in %
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PZVSX vs. SSGSX commentary
Aug 08, 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 PZVSX is a Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.38B vs. PZVSX (43.3M). PZVSX pays higher dividends than SSGSX: PZVSX (1.41) vs SSGSX (0.50). PZVSX was incepted earlier than SSGSX: PZVSX (9 years) vs SSGSX (26 years). PZVSX (1.74) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. PZVSX (30.00). SSGSX has a lower initial minimum investment than PZVSX: SSGSX (2500) vs PZVSX (5000). SSGSX annual gain was more profitable for investors over the last year : -5.72 vs. PZVSX (-9.26). PZVSX return over 5 years is better than : 46.33 vs. SSGSX (14.39).
| PZVSX | SSGSX | PZVSX / SSGSX | |
| Total Expense Ratio | 1.35 | 1.26 | 107% |
| Annual Report Gross Expense Ratio | 1.74 | 1.26 | 138% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -7.199 | -4.695 | 153% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3M | 5.38B | 1% |
| Annual Yield % from dividends | 1.41 | 0.50 | 282% |
| Returns for 1 year | -9.26 | -5.72 | 162% |
| Returns for 3 years | -2.42 | -7.36 | 33% |
| Returns for 5 years | 46.33 | 14.39 | 322% |
| Returns for 10 years | N/A | 14.31 | - |
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