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PZVSX vs SSGSX
PZVSX vs SSGSX Comparison
Open Charts PZVSX vs SSGSX
Pzena Small Cap Value Investor
Price$13.52
Change-$0.18 (-1.31%)
VolumeN/A
Net Assets44.27M
Victory Sycamore Small Company Opp A
Price$45.49
Change-$0.48 (-1.04%)
VolumeN/A
Net Assets5.5B
PZVSX vs SSGSX Comparison Chart in %
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PZVSX vs. SSGSX commentary
Aug 18, 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 Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.5B vs. PZVSX (44.3M). PZVSX pays higher dividends than SSGSX: PZVSX (1.41) vs SSGSX (0.50). 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 : -5.53 vs. PZVSX (-7.27). PZVSX return over 5 years is better than : 49.98 vs. SSGSX (15.88).
| 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 | -2.664 | -2.025 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.3M | 5.5B | 1% |
| Annual Yield % from dividends | 1.41 | 0.50 | 282% |
| Returns for 1 year | -7.27 | -5.53 | 132% |
| Returns for 3 years | -2.87 | -9.76 | 29% |
| Returns for 5 years | 49.98 | 15.88 | 315% |
| Returns for 10 years | N/A | 15.23 | - |
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