Ad is loading...
AFDVX vs SSGSX
AFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSX
Applied Finance Explorer Investor
Price$20.86
Change+$0.27 (+1.31%)
VolumeN/A
Net Assets749.07M
Victory Sycamore Small Company Opp A
Price$41.78
Change+$0.72 (+1.75%)
VolumeN/A
Net Assets5.44B
AFDVX vs SSGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFDVX vs. SSGSX commentary
May 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.44B vs. AFDVX (749M). AFDVX pays higher dividends than SSGSX: AFDVX (0.99) vs SSGSX (0.54). 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 : -1.05 vs. SSGSX (-13.71). AFDVX return over 5 years is better than : 131.91 vs. SSGSX (20.02).
| 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 | -5.333 | -11.566 | 46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 749M | 5.44B | 14% |
| Annual Yield % from dividends | 0.99 | 0.54 | 183% |
| Returns for 1 year | -1.05 | -13.71 | 8% |
| Returns for 3 years | 20.97 | -10.63 | -197% |
| Returns for 5 years | 131.91 | 20.02 | 659% |
| Returns for 10 years | N/A | 5.67 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...