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JSVRX vs SSGSX
JSVRX vs SSGSX Comparison
Open Charts JSVRX vs SSGSX
JPMorgan Small Cap Value R5
Price$28.91
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets1.26B
Victory Sycamore Small Company Opp A
Price$45.63
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets5.12B
JSVRX vs SSGSX Comparison Chart in %
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JSVRX vs. SSGSX commentary
Dec 26, 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 JSVRX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.12B vs. JSVRX (1.26B). JSVRX pays higher dividends than SSGSX: JSVRX (0.91) vs SSGSX (0.48). 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 : 4.96 vs. SSGSX (-2.42). JSVRX return over 5 years is better than : 11.74 vs. SSGSX (-0.63).
| 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 | 5.797 | -1.723 | -336% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 5.12B | 25% |
| Annual Yield % from dividends | 0.91 | 0.48 | 190% |
| Returns for 1 year | 4.96 | -2.42 | -205% |
| Returns for 3 years | 23.50 | 0.45 | 5,173% |
| Returns for 5 years | 11.74 | -0.63 | -1,851% |
| Returns for 10 years | 26.32 | 18.71 | 141% |
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