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AFDVX vs SSGSX
AFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSX
Applied Finance Explorer Investor
Price$23.56
Change-$0.25 (-1.05%)
VolumeN/A
Net Assets945.55M
Victory Sycamore Small Company Opp A
Price$46.54
Change-$0.45 (-0.96%)
VolumeN/A
Net Assets5.44B
AFDVX vs SSGSX Comparison Chart in %
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AFDVX vs. SSGSX commentary
Oct 09, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.44B vs. AFDVX (946M). AFDVX pays higher dividends than SSGSX: AFDVX (0.84) vs SSGSX (0.48). AFDVX was incepted earlier than SSGSX: AFDVX (10 years) vs SSGSX (27 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 : 4.83 vs. SSGSX (-3.68). AFDVX return over 5 years is better than : 98.75 vs. SSGSX (20.58).
| 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 | 27 years | - |
| Gain YTD | 8.322 | 1.206 | 690% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 5.44B | 17% |
| Annual Yield % from dividends | 0.84 | 0.48 | 176% |
| Returns for 1 year | 4.83 | -3.68 | -131% |
| Returns for 3 years | 50.06 | 7.50 | 667% |
| Returns for 5 years | 98.75 | 20.58 | 480% |
| Returns for 10 years | 158.07 | 20.51 | 771% |
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