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AFDZX vs SSGSX
AFDZX vs SSGSX Comparison
Open Charts AFDZX vs SSGSX
Applied Finance Explorer Institutional
Price$22.43
Change+$0.17 (+0.76%)
VolumeN/A
Net Assets876.21M
Victory Sycamore Small Company Opp A
Price$44.29
Change+$0.15 (+0.34%)
VolumeN/A
Net Assets5.38B
AFDZX vs SSGSX Comparison Chart in %
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AFDZX vs. SSGSX commentary
Aug 10, 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: 5.38B vs. AFDZX (876M). AFDZX pays higher dividends than SSGSX: AFDZX (1.09) vs SSGSX (0.50). 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 : 5.72 vs. SSGSX (-6.25). AFDZX return over 5 years is better than : 102.92 vs. SSGSX (14.49).
| 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 | 2.373 | -4.609 | -51% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 5.38B | 16% |
| Annual Yield % from dividends | 1.09 | 0.50 | 218% |
| Returns for 1 year | 5.72 | -6.25 | -91% |
| Returns for 3 years | 28.34 | -7.04 | -402% |
| Returns for 5 years | 102.92 | 14.49 | 710% |
| Returns for 10 years | 139.45 | 13.13 | 1,062% |
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