AFDVX
Price
$20.98
Change
+$0.02 (+0.10%)
Updated
Jun 5 closing price
Net Assets
814.24M
SSGSX
Price
$42.44
Change
-$0.09 (-0.21%)
Updated
Jun 5 closing price
Net Assets
5.56B
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AFDVX vs SSGSX

Header iconAFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSXBanner chart's image
Applied Finance Explorer Investor
Price$20.98
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets814.24M
Victory Sycamore Small Company Opp A
Price$42.44
Change-$0.09 (-0.21%)
VolumeN/A
Net Assets5.56B
AFDVX vs SSGSX Comparison Chart
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AFDVX vs. SSGSX commentary
Jun 06, 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 Buy and SSGSX is a Buy.

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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.57B vs. AFDVX (814M). AFDVX pays higher dividends than SSGSX: AFDVX (0.95) vs SSGSX (0.52). 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). SSGSX is a more actively managed with annual turnover of: 37.00 vs. AFDVX (32.00). 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 : 1.21 vs. SSGSX (-9.66). AFDVX return over 5 years is better than : 97.82 vs. SSGSX (9.02).
AFDVXSSGSXAFDVX / SSGSX
Total Expense Ratio1.081.2686%
Annual Report Gross Expense Ratio1.691.26134%
Fund Existence10 years26 years-
Gain YTD-3.632-8.40043%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets814M5.57B15%
Annual Yield % from dividends0.950.52182%
Returns for 1 year1.21-9.66-13%
Returns for 3 years14.65-12.21-120%
Returns for 5 years97.829.021,084%
Returns for 10 yearsN/A8.85-
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