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AFDZX vs SSGSX
AFDZX vs SSGSX Comparison
Open Charts AFDZX vs SSGSX
Applied Finance Explorer Institutional
Price$20.04
Change+$0.31 (+1.57%)
VolumeN/A
Net Assets716.97M
Victory Sycamore Small Company Opp A
Price$40.69
Change+$0.63 (+1.57%)
VolumeN/A
Net Assets5.33B
AFDZX vs SSGSX Comparison Chart
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AFDZX vs. SSGSX commentary
Apr 25, 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 AFDZX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.33B vs. AFDZX (717M). AFDZX pays higher dividends than SSGSX: AFDZX (1.15) vs SSGSX (0.52). AFDZX was incepted earlier than SSGSX: AFDZX (10 years) vs SSGSX (26 years). AFDZX (1.37) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. AFDZX (32.00). SSGSX has a lower initial minimum investment than AFDZX: SSGSX (2500) vs AFDZX (10000). AFDZX annual gain was more profitable for investors over the last year : -2.69 vs. SSGSX (-14.61). AFDZX return over 5 years is better than : 151.40 vs. SSGSX (23.96).
| AFDZX | SSGSX | AFDZX / SSGSX | |
| Total Expense Ratio | 0.83 | 1.26 | 66% |
| Annual Report Gross Expense Ratio | 1.37 | 1.26 | 109% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -8.535 | -13.720 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 717M | 5.33B | 13% |
| Annual Yield % from dividends | 1.15 | 0.52 | 223% |
| Returns for 1 year | -2.69 | -14.61 | 18% |
| Returns for 3 years | 11.56 | -16.35 | -71% |
| Returns for 5 years | 151.40 | 23.96 | 632% |
| Returns for 10 years | N/A | 2.97 | - |
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