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SSGSX vs WBVNX
SSGSX vs WBVNX Comparison
Open Charts SSGSX vs WBVNX
Victory Sycamore Small Company Opp A
Price$41.82
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets5.51B
William Blair Small Cap Value N
Price$26.83
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets1.09B
SSGSX vs WBVNX Comparison Chart
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SSGSX vs. WBVNX commentary
May 23, 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 SSGSX is a Hold and WBVNX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.51B vs. WBVNX (1.09B). WBVNX pays higher dividends than SSGSX: WBVNX (0.67) vs SSGSX (0.54). SSGSX was incepted earlier than WBVNX: SSGSX (26 years) vs WBVNX (4 years). SSGSX (1.26) is less costly to investors than WBVNX (1.15). SSGSX is a more actively managed with annual turnover of: 37.00 vs. WBVNX (35.00). SSGSX (2500) and WBVNX (2500) have matching initial minimum investment requirements. WBVNX annual gain was more profitable for investors over the last year : -9.66 vs. SSGSX (-12.65). WBVNX return over 5 years is better than : 168.36 vs. SSGSX (23.57).
| SSGSX | WBVNX | SSGSX / WBVNX | |
| Total Expense Ratio | 1.26 | 1.15 | 110% |
| Annual Report Gross Expense Ratio | 1.26 | 1.15 | 110% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | -9.714 | -9.370 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.51B | 1.09B | 506% |
| Annual Yield % from dividends | 0.54 | 0.67 | 81% |
| Returns for 1 year | -12.65 | -9.66 | 131% |
| Returns for 3 years | -8.78 | -9.28 | 95% |
| Returns for 5 years | 23.57 | 168.36 | 14% |
| Returns for 10 years | 6.87 | 50.90 | 13% |
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