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AFDZX vs SSGSX
AFDZX vs SSGSX Comparison
Open Charts AFDZX vs SSGSX
Applied Finance Explorer Institutional
Price$22.72
Change-$0.09 (-0.39%)
VolumeN/A
Net Assets898.62M
Victory Sycamore Small Company Opp A
Price$44.37
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets4.96B
AFDZX vs SSGSX Comparison Chart in %
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AFDZX vs. SSGSX commentary
Nov 20, 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: 4.96B vs. AFDZX (899M). AFDZX pays higher dividends than SSGSX: AFDZX (1.02) vs SSGSX (0.49). AFDZX was incepted earlier than SSGSX: AFDZX (10 years) vs SSGSX (27 years). AFDZX (1.36) is less costly to investors than SSGSX (1.26). AFDZX (37.29) and SSGSX (37.00) have comparable annual turnover. 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 : -2.71 vs. SSGSX (-13.94). AFDZX return over 5 years is better than : 82.28 vs. SSGSX (2.50).
| AFDZX | SSGSX | AFDZX / SSGSX | |
| Total Expense Ratio | 0.83 | 1.26 | 66% |
| Annual Report Gross Expense Ratio | 1.36 | 1.26 | 108% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 3.697 | -4.243 | -87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 4.96B | 18% |
| Annual Yield % from dividends | 1.02 | 0.49 | 211% |
| Returns for 1 year | -2.71 | -13.94 | 19% |
| Returns for 3 years | 30.65 | -10.31 | -297% |
| Returns for 5 years | 82.28 | 2.50 | 3,286% |
| Returns for 10 years | 150.74 | 12.84 | 1,174% |
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