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KVALX vs SSGSX
KVALX vs SSGSX Comparison
Open Charts KVALX vs SSGSX
Kennedy Capital Small Cap Value Instl
Price$12.62
Change-$0.12 (-0.94%)
VolumeN/A
Net Assets35.19M
Victory Sycamore Small Company Opp A
Price$45.49
Change-$0.48 (-1.04%)
VolumeN/A
Net Assets5.5B
KVALX vs SSGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.5B vs. KVALX (35.2M). KVALX pays higher dividends than SSGSX: KVALX (0.86) vs SSGSX (0.50). 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 : 4.72 vs. SSGSX (-5.53).
| 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 | 3.954 | -2.025 | -195% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.2M | 5.5B | 1% |
| Annual Yield % from dividends | 0.86 | 0.50 | 172% |
| Returns for 1 year | 4.72 | -5.53 | -85% |
| Returns for 3 years | 19.80 | -9.76 | -203% |
| Returns for 5 years | N/A | 15.88 | - |
| Returns for 10 years | N/A | 15.23 | - |
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