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PSOAX vs SSGSX
PSOAX vs SSGSX Comparison
Open Charts PSOAX vs SSGSX
JPMorgan Small Cap Value A
Price$27.36
Change+$1.03 (+3.91%)
VolumeN/A
Net Assets1.26B
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
PSOAX vs SSGSX Comparison Chart in %
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PSOAX vs. SSGSX commentary
Feb 04, 2026
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 PSOAX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.04B vs. PSOAX (1.26B). PSOAX pays higher dividends than SSGSX: PSOAX (0.72) vs SSGSX (0.58). PSOAX was incepted earlier than SSGSX: PSOAX (31 years) vs SSGSX (27 years). PSOAX (1.28) and SSGSX (1.23) have similar cost to investors . PSOAX is a more actively managed with annual turnover of: 72.00 vs. SSGSX (50.00). SSGSX initial investment is less costly to investors than PSOAX (5%) vs PSOAX (5%). PSOAX has a lower initial minimum investment than SSGSX: PSOAX (1000) vs SSGSX (2500). PSOAX annual gain was more profitable for investors over the last year : 10.50 vs. SSGSX (3.83). PSOAX return over 5 years is better than : 2.21 vs. SSGSX (-0.23).
| PSOAX | SSGSX | PSOAX / SSGSX | |
| Total Expense Ratio | 1.19 | 1.23 | 97% |
| Annual Report Gross Expense Ratio | 1.28 | 1.23 | 104% |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | 8.787 | 8.123 | 108% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 5.04B | 25% |
| Annual Yield % from dividends | 0.72 | 0.58 | 125% |
| Returns for 1 year | 10.50 | 3.83 | 274% |
| Returns for 3 years | 14.63 | -3.10 | -472% |
| Returns for 5 years | 2.21 | -0.23 | -978% |
| Returns for 10 years | 38.21 | 53.01 | 72% |
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