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SSGSX vs WBVNX
SSGSX vs WBVNX Comparison
Open Charts SSGSX vs WBVNX
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
William Blair Small Cap Value N
Price$28.98
Change+$0.16 (+0.56%)
VolumeN/A
Net Assets1.14B
SSGSX vs WBVNX Comparison Chart in %
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SSGSX vs. WBVNX commentary
Jul 06, 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 Buy and WBVNX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. WBVNX (1.14B). WBVNX pays higher dividends than SSGSX: WBVNX (0.63) vs SSGSX (0.51). 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 : 0.66 vs. SSGSX (-1.26). WBVNX return over 5 years is better than : 186.36 vs. SSGSX (29.33).
| 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 | -2.068 | -2.326 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.82B | 1.14B | 511% |
| Annual Yield % from dividends | 0.51 | 0.63 | 81% |
| Returns for 1 year | -1.26 | 0.66 | -191% |
| Returns for 3 years | 2.38 | 2.46 | 97% |
| Returns for 5 years | 29.33 | 186.36 | 16% |
| Returns for 10 years | 16.52 | 62.72 | 26% |
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