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AFDZX vs SSGSX
AFDZX vs SSGSX Comparison
Open Charts AFDZX vs SSGSX
Applied Finance Explorer Institutional
Price$21.74
Change-$0.52 (-2.34%)
VolumeN/A
Net Assets791.17M
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.83 (-1.78%)
VolumeN/A
Net Assets6.33B
AFDZX vs SSGSX Comparison Chart
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AFDZX vs. SSGSX commentary
Feb 23, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.33B vs. AFDZX (791M). AFDZX pays higher dividends than SSGSX: AFDZX (0.87) vs SSGSX (0.35). AFDZX was incepted earlier than SSGSX: AFDZX (10 years) vs SSGSX (26 years). SSGSX is a more actively managed with annual turnover of: 32.00 vs. AFDZX (29.88). 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 : 8.37 vs. SSGSX (-2.79). AFDZX return over 5 years is better than : 92.80 vs. SSGSX (4.83).
| AFDZX | SSGSX | AFDZX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -0.776 | -1.357 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 6.33B | 12% |
| Annual Yield % from dividends | 0.87 | 0.35 | 245% |
| Returns for 1 year | 8.37 | -2.79 | -300% |
| Returns for 3 years | 20.96 | -5.27 | -398% |
| Returns for 5 years | 92.80 | 4.83 | 1,922% |
| Returns for 10 years | N/A | 19.06 | - |
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