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KVALX vs SSGSX
KVALX vs SSGSX Comparison
Open Charts KVALX vs SSGSX
Kennedy Capital Small Cap Value Instl
Price$13.08
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets107.84M
Victory Sycamore Small Company Opp A
Price$47.38
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets5.64B
KVALX vs SSGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.64B vs. KVALX (108M). KVALX pays higher dividends than SSGSX: KVALX (0.81) vs SSGSX (0.47). KVALX was incepted earlier than SSGSX: KVALX (3 years) vs SSGSX (26 years). KVALX (1.84) is less costly to investors than SSGSX (1.26). KVALX is a more actively managed with annual turnover of: 49.00 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than KVALX: SSGSX (2500) vs KVALX (5000). KVALX annual gain was more profitable for investors over the last year : 8.98 vs. SSGSX (-1.56).
| KVALX | SSGSX | KVALX / SSGSX | |
| Total Expense Ratio | 0.89 | 1.26 | 71% |
| Annual Report Gross Expense Ratio | 1.84 | 1.26 | 146% |
| Fund Existence | 3 years | 26 years | - |
| Gain YTD | 7.743 | 2.046 | 378% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 5.64B | 2% |
| Annual Yield % from dividends | 0.81 | 0.47 | 172% |
| Returns for 1 year | 8.98 | -1.56 | -576% |
| Returns for 3 years | 39.50 | 3.97 | 994% |
| Returns for 5 years | N/A | 22.95 | - |
| Returns for 10 years | N/A | 24.71 | - |
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