AFDZX
Price
$19.96
Change
-$1.27 (-5.98%)
Updated
Apr 3 closing price
Net Assets
772.21M
SSGSX
Price
$40.36
Change
-$3.24 (-7.43%)
Updated
Apr 3 closing price
Net Assets
5.88B
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AFDZX vs SSGSX

Header iconAFDZX vs SSGSX Comparison
Open Charts AFDZX vs SSGSXBanner chart's image
Applied Finance Explorer Institutional
Price$19.96
Change-$1.27 (-5.98%)
VolumeN/A
Net Assets772.21M
Victory Sycamore Small Company Opp A
Price$40.36
Change-$3.24 (-7.43%)
VolumeN/A
Net Assets5.88B
AFDZX vs SSGSX Comparison Chart
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AFDZX vs. SSGSX commentary
Apr 04, 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 Buy.

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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.88B vs. AFDZX (772M). AFDZX pays higher dividends than SSGSX: AFDZX (1.15) vs SSGSX (0.52). 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 : 0.57 vs. SSGSX (-9.24). AFDZX return over 5 years is better than : 212.57 vs. SSGSX (51.13).
AFDZXSSGSXAFDZX / SSGSX
Total Expense Ratio0.831.2666%
Annual Report Gross Expense Ratio1.371.26109%
Fund Existence10 years26 years-
Gain YTD-4.473-6.09573%
Front LoadN/A6%-
Min. Initial Investment100002500400%
Min. Initial Investment IRAN/AN/A-
Net Assets772M5.88B13%
Annual Yield % from dividends1.150.52223%
Returns for 1 year0.57-9.24-6%
Returns for 3 years11.04-10.59-104%
Returns for 5 years212.5751.13416%
Returns for 10 yearsN/A10.74-
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