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AFDVX vs SSGSX
AFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSX
Applied Finance Explorer Investor
Price$21.31
Change-$0.23 (-1.07%)
VolumeN/A
Net Assets871.86M
Victory Sycamore Small Company Opp A
Price$43.15
Change-$0.39 (-0.90%)
VolumeN/A
Net Assets5.61B
AFDVX vs SSGSX Comparison Chart in %
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AFDVX vs. SSGSX commentary
Jun 26, 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: 5.61B vs. AFDVX (872M). AFDVX pays higher dividends than SSGSX: AFDVX (0.95) 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 : 5.06 vs. SSGSX (-5.41). AFDVX return over 5 years is better than : 131.13 vs. SSGSX (28.38).
| 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 | -2.023 | -6.224 | 33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 872M | 5.61B | 16% |
| Annual Yield % from dividends | 0.95 | 0.52 | 182% |
| Returns for 1 year | 5.06 | -5.41 | -93% |
| Returns for 3 years | 31.71 | -2.29 | -1,383% |
| Returns for 5 years | 131.13 | 28.38 | 462% |
| Returns for 10 years | N/A | 8.63 | - |
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