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AFDVX vs SSGSX
AFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSX
Applied Finance Explorer Investor
Price$19.42
Change+$0.21 (+1.09%)
VolumeN/A
Net Assets714.27M
Victory Sycamore Small Company Opp A
Price$39.45
Change+$0.34 (+0.87%)
VolumeN/A
Net Assets5.26B
AFDVX vs SSGSX Comparison Chart
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AFDVX vs. SSGSX commentary
Apr 19, 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.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.27B vs. AFDVX (714M). AFDVX pays higher dividends than SSGSX: AFDVX (0.96) 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 : -1.66 vs. SSGSX (-13.36). AFDVX return over 5 years is better than : 140.11 vs. SSGSX (19.74).
| 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 | -10.713 | -15.033 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 5.27B | 14% |
| Annual Yield % from dividends | 0.96 | 0.52 | 187% |
| Returns for 1 year | -1.66 | -13.36 | 12% |
| Returns for 3 years | 6.34 | -17.42 | -36% |
| Returns for 5 years | 140.11 | 19.74 | 710% |
| Returns for 10 years | N/A | 1.02 | - |
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