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SSGSX vs VSMIX
SSGSX vs VSMIX Comparison
Open Charts SSGSX vs VSMIX
Victory Sycamore Small Company Opp A
Price$47.38
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets5.64B
Invesco Small Cap Value Y
Price$27.88
Change+$0.16 (+0.58%)
VolumeN/A
Net Assets7.33B
SSGSX vs VSMIX Comparison Chart in %
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SSGSX vs. VSMIX 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 SSGSX is a Buy and VSMIX is a Buy.
FUNDAMENTALS
Fundamentals
VSMIX has more cash in the bank: 7.33B vs. SSGSX (5.64B). VSMIX (0.49) and SSGSX (0.47) have matching dividends . SSGSX was incepted earlier than VSMIX: SSGSX (26 years) vs VSMIX (20 years). SSGSX (1.26) is less costly to investors than VSMIX (0.87). VSMIX is a more actively managed with annual turnover of: 52.00 vs. SSGSX (37.00). VSMIX has a lower initial minimum investment than SSGSX: VSMIX (1000) vs SSGSX (2500). VSMIX annual gain was more profitable for investors over the last year : 13.12 vs. SSGSX (-1.56). VSMIX return over 5 years is better than : 125.66 vs. SSGSX (22.95).
| SSGSX | VSMIX | SSGSX / VSMIX | |
| Total Expense Ratio | 1.26 | 0.87 | 145% |
| Annual Report Gross Expense Ratio | 1.26 | 0.87 | 145% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | 2.046 | 7.811 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 7.33B | 77% |
| Annual Yield % from dividends | 0.47 | 0.49 | 98% |
| Returns for 1 year | -1.56 | 13.12 | -12% |
| Returns for 3 years | 3.97 | 50.43 | 8% |
| Returns for 5 years | 22.95 | 125.66 | 18% |
| Returns for 10 years | 24.71 | 47.05 | 53% |
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