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PZVSX vs SSGSX
PZVSX vs SSGSX Comparison
Open Charts PZVSX vs SSGSX
Pzena Small Cap Value Investor
Price$13.30
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets45.52M
Victory Sycamore Small Company Opp A
Price$45.37
Change+$0.32 (+0.71%)
VolumeN/A
Net Assets5.73B
PZVSX vs SSGSX Comparison Chart in %
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PZVSX vs. SSGSX commentary
Jul 28, 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 StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.73B vs. PZVSX (45.5M). 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 (1.74) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. PZVSX (30.00). 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 : -8.77 vs. PZVSX (-12.91). PZVSX return over 5 years is better than : 59.69 vs. SSGSX (23.49).
| PZVSX | SSGSX | PZVSX / SSGSX | |
| Total Expense Ratio | 1.35 | 1.26 | 107% |
| Annual Report Gross Expense Ratio | 1.74 | 1.26 | 138% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -4.248 | -2.283 | 186% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.5M | 5.73B | 1% |
| Annual Yield % from dividends | 1.43 | 0.51 | 282% |
| Returns for 1 year | -12.91 | -8.77 | 147% |
| Returns for 3 years | 3.71 | -2.14 | -174% |
| Returns for 5 years | 59.69 | 23.49 | 254% |
| Returns for 10 years | N/A | 18.39 | - |
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