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PZVSX vs SSGSX
PZVSX vs SSGSX Comparison
Open Charts PZVSX vs SSGSX
Pzena Small Cap Value Investor
Price$13.35
Change+$0.13 (+0.98%)
VolumeN/A
Net Assets48.04M
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
PZVSX vs SSGSX Comparison Chart in %
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PZVSX 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 PZVSX is a Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. PZVSX (48M). PZVSX pays higher dividends than SSGSX: PZVSX (1.43) vs SSGSX (0.51). PZVSX was incepted earlier than SSGSX: PZVSX (9 years) vs SSGSX (26 years). PZVSX (1.81) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. PZVSX (25.00). SSGSX has a lower initial minimum investment than PZVSX: SSGSX (2500) vs PZVSX (5000). SSGSX annual gain was more profitable for investors over the last year : -1.26 vs. PZVSX (-4.76). PZVSX return over 5 years is better than : 68.62 vs. SSGSX (29.33).
| PZVSX | SSGSX | PZVSX / SSGSX | |
| Total Expense Ratio | 1.35 | 1.26 | 107% |
| Annual Report Gross Expense Ratio | 1.81 | 1.26 | 144% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -3.888 | -2.068 | 188% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48M | 5.82B | 1% |
| Annual Yield % from dividends | 1.43 | 0.51 | 282% |
| Returns for 1 year | -4.76 | -1.26 | 378% |
| Returns for 3 years | 8.08 | 2.38 | 340% |
| Returns for 5 years | 68.62 | 29.33 | 234% |
| Returns for 10 years | N/A | 16.52 | - |
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