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QRSIX vs SSGSX
QRSIX vs SSGSX Comparison
Open Charts QRSIX vs SSGSX
FPA Queens Road Small Cap Value Instl
Price$45.44
Change+$1.45 (+3.30%)
VolumeN/A
Net Assets1.15B
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
QRSIX vs SSGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.04B vs. QRSIX (1.15B). QRSIX pays higher dividends than SSGSX: QRSIX (1.00) vs SSGSX (0.58). QRSIX was incepted earlier than SSGSX: QRSIX (5 years) vs SSGSX (27 years). SSGSX (1.23) is less costly to investors than QRSIX (0.80). SSGSX is a more actively managed with annual turnover of: 50.00 vs. QRSIX (15.00). SSGSX has a lower initial minimum investment than QRSIX: SSGSX (2500) vs QRSIX (100000). QRSIX annual gain was more profitable for investors over the last year : 14.38 vs. SSGSX (3.83). QRSIX return over 5 years is better than : 48.90 vs. SSGSX (-0.23).
| QRSIX | SSGSX | QRSIX / SSGSX | |
| Total Expense Ratio | 0.80 | 1.23 | 65% |
| Annual Report Gross Expense Ratio | 0.80 | 1.23 | 65% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 7.372 | 8.123 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 5.04B | 23% |
| Annual Yield % from dividends | 1.00 | 0.58 | 174% |
| Returns for 1 year | 14.38 | 3.83 | 375% |
| Returns for 3 years | 30.79 | -3.10 | -993% |
| Returns for 5 years | 48.90 | -0.23 | -21,599% |
| Returns for 10 years | N/A | 53.01 | - |
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