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JSVZX vs SSGSX
JSVZX vs SSGSX Comparison
Open Charts JSVZX vs SSGSX
JPMorgan Small Cap Value R2
Price$25.53
Change+$0.36 (+1.43%)
VolumeN/A
Net Assets1.25B
Victory Sycamore Small Company Opp A
Price$47.38
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets5.64B
JSVZX vs SSGSX Comparison Chart in %
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JSVZX vs. SSGSX commentary
Sep 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 JSVZX is a StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.64B vs. JSVZX (1.25B). JSVZX pays higher dividends than SSGSX: JSVZX (0.61) vs SSGSX (0.47). JSVZX was incepted earlier than SSGSX: JSVZX (17 years) vs SSGSX (26 years). JSVZX (1.60) is less costly to investors than SSGSX (1.26). JSVZX is a more actively managed with annual turnover of: 61.00 vs. SSGSX (37.00). JSVZX has a lower initial minimum investment than SSGSX: JSVZX (0) vs SSGSX (2500). JSVZX annual gain was more profitable for investors over the last year : 1.83 vs. SSGSX (-1.56). JSVZX return over 5 years is better than : 33.61 vs. SSGSX (22.95).
| JSVZX | SSGSX | JSVZX / SSGSX | |
| Total Expense Ratio | 1.49 | 1.26 | 118% |
| Annual Report Gross Expense Ratio | 1.60 | 1.26 | 127% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 5.751 | 2.046 | 281% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 5.64B | 22% |
| Annual Yield % from dividends | 0.61 | 0.47 | 128% |
| Returns for 1 year | 1.83 | -1.56 | -117% |
| Returns for 3 years | 10.95 | 3.97 | 276% |
| Returns for 5 years | 33.61 | 22.95 | 146% |
| Returns for 10 years | 10.21 | 24.71 | 41% |
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