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AFDZX vs SSGSX
AFDZX vs SSGSX Comparison
Open Charts AFDZX vs SSGSX
Applied Finance Explorer Institutional
Price$22.71
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets821.44M
Victory Sycamore Small Company Opp A
Price$47.63
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets6.68B
AFDZX vs SSGSX Comparison Chart
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AFDZX vs. SSGSX commentary
Jan 19, 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 StrongBuy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.68B vs. AFDZX (821M). 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 : 15.90 vs. SSGSX (5.16). AFDZX return over 5 years is better than : 97.68 vs. SSGSX (6.38).
| 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 | 3.651 | 2.434 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 6.68B | 12% |
| Annual Yield % from dividends | 0.87 | 0.35 | 245% |
| Returns for 1 year | 15.90 | 5.16 | 308% |
| Returns for 3 years | 20.99 | -6.06 | -346% |
| Returns for 5 years | 97.68 | 6.38 | 1,531% |
| Returns for 10 years | N/A | 30.43 | - |
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