Interact to see
Advertisement
Advertisement
JSVRX vs SSGSX
JSVRX vs SSGSX Comparison
Open Charts JSVRX vs SSGSX
JPMorgan Small Cap Value R5
Price$30.81
Change+$1.46 (+4.97%)
VolumeN/A
Net Assets1.25B
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
JSVRX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVRX vs. SSGSX commentary
Feb 04, 2026
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 JSVRX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.04B vs. JSVRX (1.25B). JSVRX pays higher dividends than SSGSX: JSVRX (0.89) vs SSGSX (0.58). JSVRX was incepted earlier than SSGSX: JSVRX (20 years) vs SSGSX (27 years). SSGSX (1.23) is less costly to investors than JSVRX (0.87). JSVRX is a more actively managed with annual turnover of: 72.00 vs. SSGSX (50.00). JSVRX has a lower initial minimum investment than SSGSX: JSVRX (0) vs SSGSX (2500). JSVRX annual gain was more profitable for investors over the last year : 11.91 vs. SSGSX (3.83). JSVRX return over 5 years is better than : 7.76 vs. SSGSX (-0.23).
| JSVRX | SSGSX | JSVRX / SSGSX | |
| Total Expense Ratio | 0.84 | 1.23 | 68% |
| Annual Report Gross Expense Ratio | 0.87 | 1.23 | 71% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 8.831 | 8.123 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 5.04B | 25% |
| Annual Yield % from dividends | 0.89 | 0.58 | 154% |
| Returns for 1 year | 11.91 | 3.83 | 311% |
| Returns for 3 years | 17.64 | -3.10 | -569% |
| Returns for 5 years | 7.76 | -0.23 | -3,430% |
| Returns for 10 years | 50.58 | 53.01 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FAIDX | 60.67 | N/A | N/A |
| Fidelity Advisor International Discv A | |||
| VAAGX | 27.27 | -0.03 | -0.11% |
| Virtus NFJ Large-Cap Value R6 | |||
| JGSMX | 23.74 | -0.09 | -0.38% |
| JPMorgan Small Cap Growth R6 | |||
| WCFOX | 13.60 | -0.09 | -0.66% |
| WCM Focused International Opps Inv | |||
| ECEAX | 35.83 | -0.25 | -0.69% |
| Eaton Vance Tax-Managed Eq Aset Allc C | |||