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AFDZX vs SSGSX
AFDZX vs SSGSX Comparison
Open Charts AFDZX vs SSGSX
Applied Finance Explorer Institutional
Price$21.45
Change+$0.30 (+1.42%)
VolumeN/A
Net Assets814.5M
Victory Sycamore Small Company Opp A
Price$42.96
Change+$0.52 (+1.23%)
VolumeN/A
Net Assets5.55B
AFDZX vs SSGSX Comparison Chart
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AFDZX vs. SSGSX commentary
Jun 07, 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: 5.55B vs. AFDZX (815M). AFDZX pays higher dividends than SSGSX: AFDZX (1.14) 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 : 2.16 vs. SSGSX (-9.66). AFDZX return over 5 years is better than : 99.90 vs. SSGSX (8.79).
| 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 | -3.469 | -8.594 | 40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 815M | 5.55B | 15% |
| Annual Yield % from dividends | 1.14 | 0.52 | 217% |
| Returns for 1 year | 2.16 | -9.66 | -22% |
| Returns for 3 years | 14.27 | -12.89 | -111% |
| Returns for 5 years | 99.90 | 8.79 | 1,136% |
| Returns for 10 years | 140.48 | 8.65 | 1,624% |
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