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RTRIX vs SSGSX
RTRIX vs SSGSX Comparison
Open Charts RTRIX vs SSGSX
Royce Small-Cap Total Return Instl
Price$7.15
Change+$0.02 (+0.28%)
VolumeN/A
Net Assets918.42M
Victory Sycamore Small Company Opp A
Price$44.14
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.37B
RTRIX vs SSGSX Comparison Chart in %
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RTRIX 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 RTRIX is a Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.37B vs. RTRIX (918M). RTRIX pays higher dividends than SSGSX: RTRIX (3.41) vs SSGSX (0.50). RTRIX was incepted earlier than SSGSX: RTRIX (22 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than RTRIX (1.12). RTRIX is a more actively managed with annual turnover of: 51.00 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than RTRIX: SSGSX (2500) vs RTRIX (1000000). RTRIX annual gain was more profitable for investors over the last year : 4.86 vs. SSGSX (-5.17). SSGSX return over 5 years is better than : 14.10 vs. RTRIX (-14.65).
| RTRIX | SSGSX | RTRIX / SSGSX | |
| Total Expense Ratio | 1.02 | 1.26 | 81% |
| Annual Report Gross Expense Ratio | 1.12 | 1.26 | 89% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -3.027 | -4.932 | 61% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 5.37B | 17% |
| Annual Yield % from dividends | 3.41 | 0.50 | 682% |
| Returns for 1 year | 4.86 | -5.17 | -94% |
| Returns for 3 years | -0.46 | -7.99 | 6% |
| Returns for 5 years | -14.65 | 14.10 | -104% |
| Returns for 10 years | -40.23 | 12.22 | -329% |
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