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SMVSX vs SSGSX
SMVSX vs SSGSX Comparison
Open Charts SMVSX vs SSGSX
Invesco Small Cap Value R6
Price$28.22
Change+$0.16 (+0.57%)
VolumeN/A
Net Assets7.33B
Victory Sycamore Small Company Opp A
Price$47.38
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets5.64B
SMVSX vs SSGSX Comparison Chart in %
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SMVSX vs. SSGSX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
SMVSX has more cash in the bank: 7.33B vs. SSGSX (5.64B). SMVSX pays higher dividends than SSGSX: SMVSX (0.58) vs SSGSX (0.47). 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 : 13.32 vs. SSGSX (-1.56). SMVSX return over 5 years is better than : 128.81 vs. SSGSX (22.95).
| SMVSX | SSGSX | SMVSX / SSGSX | |
| Total Expense Ratio | 0.72 | 1.26 | 57% |
| Annual Report Gross Expense Ratio | 0.72 | 1.26 | 57% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 7.875 | 2.046 | 385% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.33B | 5.64B | 130% |
| Annual Yield % from dividends | 0.58 | 0.47 | 122% |
| Returns for 1 year | 13.32 | -1.56 | -854% |
| Returns for 3 years | 51.38 | 3.97 | 1,293% |
| Returns for 5 years | 128.81 | 22.95 | 561% |
| Returns for 10 years | N/A | 24.71 | - |
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