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AFDVX vs SSGSX
AFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSX
Applied Finance Explorer Investor
Price$22.82
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets828.61M
Victory Sycamore Small Company Opp A
Price$47.72
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets6.7B
AFDVX vs SSGSX Comparison Chart
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AFDVX vs. SSGSX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.7B vs. AFDVX (829M). AFDVX pays higher dividends than SSGSX: AFDVX (0.73) vs SSGSX (0.35). AFDVX was incepted earlier than SSGSX: AFDVX (10 years) vs SSGSX (26 years). SSGSX is a more actively managed with annual turnover of: 32.00 vs. AFDVX (29.88). 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 : 14.47 vs. SSGSX (3.44). AFDVX return over 5 years is better than : 101.80 vs. SSGSX (9.14).
| AFDVX | SSGSX | AFDVX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 4.460 | 2.929 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 6.7B | 12% |
| Annual Yield % from dividends | 0.73 | 0.35 | 206% |
| Returns for 1 year | 14.47 | 3.44 | 421% |
| Returns for 3 years | 28.26 | -1.15 | -2,454% |
| Returns for 5 years | 101.80 | 9.14 | 1,114% |
| Returns for 10 years | N/A | 28.45 | - |
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