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SSGSX vs WBVRX
SSGSX vs WBVRX Comparison
Open Charts SSGSX vs WBVRX
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
William Blair Small Cap Value R6
Price$28.96
Change+$0.16 (+0.56%)
VolumeN/A
Net Assets1.14B
SSGSX vs WBVRX Comparison Chart in %
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SSGSX vs. WBVRX commentary
Jul 07, 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 Hold and WBVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. WBVRX (1.14B). WBVRX pays higher dividends than SSGSX: WBVRX (1.05) vs SSGSX (0.51). SSGSX was incepted earlier than WBVRX: SSGSX (26 years) vs WBVRX (4 years). SSGSX (1.26) is less costly to investors than WBVRX (0.79). SSGSX is a more actively managed with annual turnover of: 37.00 vs. WBVRX (35.00). SSGSX has a lower initial minimum investment than WBVRX: SSGSX (2500) vs WBVRX (1000000). WBVRX annual gain was more profitable for investors over the last year : 0.95 vs. SSGSX (-1.26). WBVRX return over 5 years is better than : 174.76 vs. SSGSX (29.33).
| SSGSX | WBVRX | SSGSX / WBVRX | |
| Total Expense Ratio | 1.26 | 0.79 | 159% |
| Annual Report Gross Expense Ratio | 1.26 | 0.79 | 159% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | -2.068 | -2.162 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.82B | 1.14B | 511% |
| Annual Yield % from dividends | 0.51 | 1.05 | 48% |
| Returns for 1 year | -1.26 | 0.95 | -132% |
| Returns for 3 years | 2.38 | 3.46 | 69% |
| Returns for 5 years | 29.33 | 174.76 | 17% |
| Returns for 10 years | 16.52 | N/A | - |
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