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AFDVX vs SSGSX
AFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSX
Applied Finance Explorer Investor
Price$22.51
Change-$0.09 (-0.40%)
VolumeN/A
Net Assets898.62M
Victory Sycamore Small Company Opp A
Price$44.37
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets4.96B
AFDVX vs SSGSX Comparison Chart in %
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AFDVX vs. SSGSX commentary
Nov 20, 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: 4.96B vs. AFDVX (899M). AFDVX pays higher dividends than SSGSX: AFDVX (0.86) vs SSGSX (0.49). AFDVX was incepted earlier than SSGSX: AFDVX (10 years) vs SSGSX (27 years). AFDVX (1.68) 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 : -2.96 vs. SSGSX (-13.94). AFDVX return over 5 years is better than : 80.53 vs. SSGSX (2.50).
| AFDVX | SSGSX | AFDVX / SSGSX | |
| Total Expense Ratio | 1.08 | 1.26 | 86% |
| Annual Report Gross Expense Ratio | 1.68 | 1.26 | 133% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 3.494 | -4.243 | -82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 4.96B | 18% |
| Annual Yield % from dividends | 0.86 | 0.49 | 177% |
| Returns for 1 year | -2.96 | -13.94 | 21% |
| Returns for 3 years | 29.65 | -10.31 | -287% |
| Returns for 5 years | 80.53 | 2.50 | 3,217% |
| Returns for 10 years | 144.75 | 12.84 | 1,127% |
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