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LSVQX vs SSGSX
LSVQX vs SSGSX Comparison
Open Charts LSVQX vs SSGSX
LSV Small Cap Value Institutional
Price$18.88
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets582.02M
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
LSVQX vs SSGSX Comparison Chart in %
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LSVQX vs. SSGSX commentary
Jul 07, 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 LSVQX is a Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. LSVQX (582M). LSVQX pays higher dividends than SSGSX: LSVQX (1.77) vs SSGSX (0.51). LSVQX was incepted earlier than SSGSX: LSVQX (12 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than LSVQX (0.85). SSGSX is a more actively managed with annual turnover of: 37.00 vs. LSVQX (25.00). SSGSX has a lower initial minimum investment than LSVQX: SSGSX (2500) vs LSVQX (100000). LSVQX annual gain was more profitable for investors over the last year : 6.86 vs. SSGSX (-1.26). LSVQX return over 5 years is better than : 112.63 vs. SSGSX (29.33).
| LSVQX | SSGSX | LSVQX / SSGSX | |
| Total Expense Ratio | 0.85 | 1.26 | 67% |
| Annual Report Gross Expense Ratio | 0.85 | 1.26 | 67% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 1.669 | -2.068 | -81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 5.82B | 10% |
| Annual Yield % from dividends | 1.77 | 0.51 | 350% |
| Returns for 1 year | 6.86 | -1.26 | -544% |
| Returns for 3 years | 32.24 | 2.38 | 1,355% |
| Returns for 5 years | 112.63 | 29.33 | 384% |
| Returns for 10 years | 67.37 | 16.52 | 408% |
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