SMVSX
Price
$27.18
Change
-$0.25 (-0.91%)
Updated
Aug 15 closing price
Net Assets
7.03B
SSGSX
Price
$45.49
Change
-$0.48 (-1.04%)
Updated
Aug 15 closing price
Net Assets
5.5B
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SMVSX vs SSGSX

Header iconSMVSX vs SSGSX Comparison
Open Charts SMVSX vs SSGSXBanner chart's image
Invesco Small Cap Value R6
Price$27.18
Change-$0.25 (-0.91%)
VolumeN/A
Net Assets7.03B
Victory Sycamore Small Company Opp A
Price$45.49
Change-$0.48 (-1.04%)
VolumeN/A
Net Assets5.5B
SMVSX vs SSGSX Comparison Chart in %
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SMVSX 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 SMVSX is a Buy and SSGSX is a Buy.

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FUNDAMENTALS
Fundamentals
SMVSX has more cash in the bank: 7.03B vs. SSGSX (5.5B). SMVSX pays higher dividends than SSGSX: SMVSX (0.60) vs SSGSX (0.50). SMVSX was incepted earlier than SSGSX: SMVSX (9 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than SMVSX (0.72). SMVSX is a more actively managed with annual turnover of: 52.00 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than SMVSX: SSGSX (2500) vs SMVSX (1000000). SMVSX annual gain was more profitable for investors over the last year : 7.69 vs. SSGSX (-5.53). SMVSX return over 5 years is better than : 116.78 vs. SSGSX (15.88).
SMVSXSSGSXSMVSX / SSGSX
Total Expense Ratio0.721.2657%
Annual Report Gross Expense Ratio0.721.2657%
Fund Existence9 years26 years-
Gain YTD3.899-2.025-193%
Front LoadN/A6%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets7.03B5.5B128%
Annual Yield % from dividends0.600.50121%
Returns for 1 year7.69-5.53-139%
Returns for 3 years35.07-9.76-359%
Returns for 5 years116.7815.88736%
Returns for 10 yearsN/A15.23-
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