AFDZX
Price
$23.55
Change
-$0.23 (-0.97%)
Updated
Oct 9 closing price
Net Assets
936.37M
SSGSX
Price
$46.38
Change
-$0.51 (-1.09%)
Updated
Oct 9 closing price
Net Assets
5.48B
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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$23.55
Change-$0.23 (-0.97%)
VolumeN/A
Net Assets936.37M
Victory Sycamore Small Company Opp A
Price$46.38
Change-$0.51 (-1.09%)
VolumeN/A
Net Assets5.48B
AFDZX vs SSGSX Comparison Chart in %
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AFDZX vs. SSGSX commentary
Oct 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 Hold and SSGSX is a Hold.

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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.48B vs. AFDZX (936M). AFDZX pays higher dividends than SSGSX: AFDZX (1.00) vs SSGSX (0.48). AFDZX was incepted earlier than SSGSX: AFDZX (10 years) vs SSGSX (27 years). AFDZX (1.37) 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 : 3.88 vs. SSGSX (-4.01). AFDZX return over 5 years is better than : 98.15 vs. SSGSX (20.41).
AFDZXSSGSXAFDZX / SSGSX
Total Expense Ratio0.831.2666%
Annual Report Gross Expense Ratio1.371.26109%
Fund Existence10 years27 years-
Gain YTD7.4850.991756%
Front LoadN/A6%-
Min. Initial Investment100002500400%
Min. Initial Investment IRAN/AN/A-
Net Assets936M5.48B17%
Annual Yield % from dividends1.000.48210%
Returns for 1 year3.88-4.01-97%
Returns for 3 years49.847.03709%
Returns for 5 years98.1520.41481%
Returns for 10 years161.0120.25795%
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