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PZVSX vs SSGSX
PZVSX vs SSGSX Comparison
Open Charts PZVSX vs SSGSX
Pzena Small Cap Value Investor
Price$14.38
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets46.87M
Victory Sycamore Small Company Opp A
Price$47.38
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets5.64B
PZVSX vs SSGSX Comparison Chart in %
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PZVSX vs. SSGSX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.64B vs. PZVSX (46.9M). PZVSX pays higher dividends than SSGSX: PZVSX (1.27) vs SSGSX (0.47). 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 (-1.56) and PZVSX (-1.57) have marching annual gain over last year. PZVSX return over 5 years is better than : 63.06 vs. SSGSX (22.95).
| 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 | 3.528 | 2.046 | 172% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9M | 5.64B | 1% |
| Annual Yield % from dividends | 1.27 | 0.47 | 268% |
| Returns for 1 year | -1.57 | -1.56 | 101% |
| Returns for 3 years | 16.24 | 3.97 | 409% |
| Returns for 5 years | 63.06 | 22.95 | 275% |
| Returns for 10 years | N/A | 24.71 | - |
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