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SSGSX vs WBVRX
SSGSX vs WBVRX Comparison
Open Charts SSGSX vs WBVRX
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.52B
William Blair Small Cap Value R6
Price$26.81
Change-$0.63 (-2.30%)
VolumeN/A
Net Assets1.06B
SSGSX vs WBVRX Comparison Chart
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SSGSX vs. WBVRX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. WBVRX (1.06B). WBVRX pays higher dividends than SSGSX: WBVRX (1.08) vs SSGSX (0.52). 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 : -6.67 vs. SSGSX (-8.36). WBVRX return over 5 years is better than : 150.80 vs. SSGSX (21.72).
| 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 | -8.400 | -9.426 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.52B | 1.06B | 519% |
| Annual Yield % from dividends | 0.52 | 1.08 | 49% |
| Returns for 1 year | -8.36 | -6.67 | 125% |
| Returns for 3 years | -3.90 | -5.44 | 72% |
| Returns for 5 years | 21.72 | 150.80 | 14% |
| Returns for 10 years | 7.10 | N/A | - |
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