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SSGSX vs WBVNX
SSGSX vs WBVNX Comparison
Open Charts SSGSX vs WBVNX
Victory Sycamore Small Company Opp A
Price$47.22
Change+$1.84 (+4.05%)
VolumeN/A
Net Assets5.46B
William Blair Small Cap Value N
Price$29.88
Change+$1.16 (+4.04%)
VolumeN/A
Net Assets1.08B
SSGSX vs WBVNX Comparison Chart in %
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SSGSX vs. WBVNX commentary
Aug 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 Buy and WBVNX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.46B vs. WBVNX (1.08B). WBVNX pays higher dividends than SSGSX: WBVNX (0.62) vs SSGSX (0.50). 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 : -4.72 vs. SSGSX (-5.89). WBVNX return over 5 years is better than : 166.67 vs. SSGSX (19.01).
| 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 | -2.261 | -3.202 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 1.08B | 505% |
| Annual Yield % from dividends | 0.50 | 0.62 | 80% |
| Returns for 1 year | -5.89 | -4.72 | 125% |
| Returns for 3 years | -6.58 | -6.73 | 98% |
| Returns for 5 years | 19.01 | 166.67 | 11% |
| Returns for 10 years | 24.75 | 79.16 | 31% |
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