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AFDZX vs SSGSX
AFDZX vs SSGSX Comparison
Open Charts AFDZX vs SSGSX
Applied Finance Explorer Institutional
Price$22.34
Change-$0.89 (-3.83%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Small Company Opp A
Price$46.41
Change-$2.12 (-4.37%)
VolumeN/A
CapitalizationN/A
AFDZX vs SSGSX Comparison Chart
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AFDZX vs. SSGSX commentary
Dec 19, 2024
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: 6.85B vs. AFDZX (828M). 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 : 16.03 vs. SSGSX (4.35). AFDZX return over 5 years is better than : 103.13 vs. SSGSX (9.53).
| 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 | 13.650 | 2.915 | 468% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 828M | 6.85B | 12% |
| Annual Yield % from dividends | 0.87 | 0.35 | 245% |
| Returns for 1 year | 16.03 | 4.35 | 369% |
| Returns for 3 years | 23.58 | -0.70 | -3,385% |
| Returns for 5 years | 103.13 | 9.53 | 1,082% |
| Returns for 10 years | N/A | 18.43 | - |
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