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AFDVX vs SSGSX
AFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSX
Applied Finance Explorer Investor
Price$23.83
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets932.04M
Victory Sycamore Small Company Opp A
Price$47.18
Change-$0.11 (-0.23%)
VolumeN/A
Net Assets5.63B
AFDVX vs SSGSX Comparison Chart in %
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AFDVX vs. SSGSX commentary
Aug 29, 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 AFDVX is a StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.63B vs. AFDVX (932M). AFDVX pays higher dividends than SSGSX: AFDVX (0.91) vs SSGSX (0.50). AFDVX was incepted earlier than SSGSX: AFDVX (10 years) vs SSGSX (26 years). AFDVX (1.69) is less costly to investors than SSGSX (1.26). AFDVX (37.29) and SSGSX (37.00) have comparable annual turnover. AFDVX has a lower initial minimum investment than SSGSX: AFDVX (1000) vs SSGSX (2500). AFDVX annual gain was more profitable for investors over the last year : 7.22 vs. SSGSX (-3.93). AFDVX return over 5 years is better than : 115.77 vs. SSGSX (20.68).
| AFDVX | SSGSX | AFDVX / SSGSX | |
| Total Expense Ratio | 1.08 | 1.26 | 86% |
| Annual Report Gross Expense Ratio | 1.69 | 1.26 | 134% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 9.563 | 1.852 | 516% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 5.63B | 17% |
| Annual Yield % from dividends | 0.91 | 0.50 | 183% |
| Returns for 1 year | 7.22 | -3.93 | -184% |
| Returns for 3 years | 36.48 | -0.85 | -4,303% |
| Returns for 5 years | 115.77 | 20.68 | 560% |
| Returns for 10 years | 163.55 | 24.03 | 681% |
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