SMVIX
Price
$23.76
Change
-$0.01 (-0.04%)
Updated
Oct 6 closing price
Net Assets
300.77M
SSGSX
Price
$46.99
Change
-$0.08 (-0.17%)
Updated
Oct 6 closing price
Net Assets
5.52B
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SMVIX vs SSGSX

Header iconSMVIX vs SSGSX Comparison
Open Charts SMVIX vs SSGSXBanner chart's image
SEI Small Cap Value I (SIMT)
Price$23.76
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets300.77M
Victory Sycamore Small Company Opp A
Price$46.99
Change-$0.08 (-0.17%)
VolumeN/A
Net Assets5.52B
SMVIX vs SSGSX Comparison Chart in %
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SMVIX vs. SSGSX commentary
Oct 07, 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 SMVIX is a StrongBuy and SSGSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. SMVIX (301M). SMVIX pays higher dividends than SSGSX: SMVIX (0.91) vs SSGSX (0.48). SMVIX was incepted earlier than SSGSX: SMVIX (24 years) vs SSGSX (27 years). SMVIX (1.48) is less costly to investors than SSGSX (1.26). SMVIX is a more actively managed with annual turnover of: 57.00 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than SMVIX: SSGSX (2500) vs SMVIX (100000). SSGSX annual gain was more profitable for investors over the last year : -4.40 vs. SMVIX (-8.23). SMVIX return over 5 years is better than : 37.42 vs. SSGSX (22.15).
SMVIXSSGSXSMVIX / SSGSX
Total Expense Ratio1.481.26117%
Annual Report Gross Expense Ratio1.481.26117%
Fund Existence24 years27 years-
Gain YTD9.5311.378691%
Front LoadN/A6%-
Min. Initial Investment10000025004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets301M5.52B5%
Annual Yield % from dividends0.910.48191%
Returns for 1 year-8.23-4.40187%
Returns for 3 years15.807.68206%
Returns for 5 years37.4222.15169%
Returns for 10 years11.6720.7256%
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