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SSGSX vs WBVNX
SSGSX vs WBVNX Comparison
Open Charts SSGSX vs WBVNX
Victory Sycamore Small Company Opp A
Price$46.41
Change-$2.12 (-4.37%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Value N
Price$30.65
Change-$1.27 (-3.98%)
VolumeN/A
CapitalizationN/A
SSGSX vs WBVNX Comparison Chart
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SSGSX vs. WBVNX commentary
Dec 19, 2024
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 SSGSX is a Hold and WBVNX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.85B vs. WBVNX (1.43B). WBVNX pays higher dividends than SSGSX: WBVNX (0.57) vs SSGSX (0.35). SSGSX was incepted earlier than WBVNX: SSGSX (26 years) vs WBVNX (3 years). SSGSX is a more actively managed with annual turnover of: 32.00 vs. WBVNX (27.00). SSGSX (2500) and WBVNX (2500) have matching initial minimum investment requirements. WBVNX annual gain was more profitable for investors over the last year : 9.32 vs. SSGSX (4.35). WBVNX return over 5 years is better than : 82.40 vs. SSGSX (9.53).
| SSGSX | WBVNX | SSGSX / WBVNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 3 years | - |
| Gain YTD | 2.915 | 7.186 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.85B | 1.43B | 481% |
| Annual Yield % from dividends | 0.35 | 0.57 | 62% |
| Returns for 1 year | 4.35 | 9.32 | 47% |
| Returns for 3 years | -0.70 | 0.08 | -911% |
| Returns for 5 years | 9.53 | 82.40 | 12% |
| Returns for 10 years | 18.43 | 81.98 | 22% |
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