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AFDZX vs SSGSX
AFDZX vs SSGSX Comparison
Open Charts AFDZX vs SSGSX
Applied Finance Explorer Institutional
Price$22.11
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets862.74M
Victory Sycamore Small Company Opp A
Price$44.46
Change+$0.19 (+0.43%)
VolumeN/A
Net Assets5.64B
AFDZX vs SSGSX Comparison Chart in %
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AFDZX vs. SSGSX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.64B vs. AFDZX (863M). AFDZX pays higher dividends than SSGSX: AFDZX (1.10) vs SSGSX (0.51). 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 : -1.75 vs. SSGSX (-11.73). AFDZX return over 5 years is better than : 122.16 vs. SSGSX (21.18).
| 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 | 0.913 | -4.652 | -20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 5.64B | 15% |
| Annual Yield % from dividends | 1.10 | 0.51 | 216% |
| Returns for 1 year | -1.75 | -11.73 | 15% |
| Returns for 3 years | 37.20 | 0.50 | 7,367% |
| Returns for 5 years | 122.16 | 21.18 | 577% |
| Returns for 10 years | 130.85 | 13.53 | 967% |
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