Interact to see
Advertisement
Advertisement
SMVIX vs SSGSX
SMVIX vs SSGSX Comparison
Open Charts SMVIX vs SSGSX
SEI Small Cap Value I (SIMT)
Price$20.87
Change+$0.30 (+1.46%)
VolumeN/A
Net Assets267.09M
Victory Sycamore Small Company Opp A
Price$42.96
Change+$0.52 (+1.23%)
VolumeN/A
Net Assets5.55B
SMVIX vs SSGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMVIX vs. SSGSX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.55B vs. SMVIX (267M). SMVIX pays higher dividends than SSGSX: SMVIX (1.03) vs SSGSX (0.52). SMVIX was incepted earlier than SSGSX: SMVIX (23 years) vs SSGSX (26 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 : -9.66 vs. SMVIX (-15.43). SMVIX return over 5 years is better than : 18.55 vs. SSGSX (8.79).
| SMVIX | SSGSX | SMVIX / SSGSX | |
| Total Expense Ratio | 1.48 | 1.26 | 117% |
| Annual Report Gross Expense Ratio | 1.48 | 1.26 | 117% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | -5.639 | -8.594 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 5.55B | 5% |
| Annual Yield % from dividends | 1.03 | 0.52 | 197% |
| Returns for 1 year | -15.43 | -9.66 | 160% |
| Returns for 3 years | -15.45 | -12.89 | 120% |
| Returns for 5 years | 18.55 | 8.79 | 211% |
| Returns for 10 years | -7.78 | 8.65 | -90% |