Ad is loading...
DHSYX vs SSGSX
DHSYX vs SSGSX Comparison
Open Charts DHSYX vs SSGSX
Diamond Hill Small Cap Y
Price$20.15
Change-$1.38 (-6.41%)
VolumeN/A
Net Assets224.17M
Victory Sycamore Small Company Opp A
Price$40.36
Change-$3.24 (-7.43%)
VolumeN/A
Net Assets5.88B
DHSYX vs SSGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DHSYX 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 DHSYX is a Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.88B vs. DHSYX (224M). DHSYX pays higher dividends than SSGSX: DHSYX (5.40) vs SSGSX (0.52). DHSYX was incepted earlier than SSGSX: DHSYX (13 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than DHSYX (0.85). DHSYX is a more actively managed with annual turnover of: 43.00 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than DHSYX: SSGSX (2500) vs DHSYX (500000). SSGSX annual gain was more profitable for investors over the last year : -9.24 vs. DHSYX (-12.11). SSGSX return over 5 years is better than : 51.13 vs. DHSYX (30.18).
| DHSYX | SSGSX | DHSYX / SSGSX | |
| Total Expense Ratio | 0.85 | 1.26 | 67% |
| Annual Report Gross Expense Ratio | 0.85 | 1.26 | 67% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | -10.104 | -6.095 | 166% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 5.88B | 4% |
| Annual Yield % from dividends | 5.40 | 0.52 | 1,047% |
| Returns for 1 year | -12.11 | -9.24 | 131% |
| Returns for 3 years | -30.88 | -10.59 | 292% |
| Returns for 5 years | 30.18 | 51.13 | 59% |
| Returns for 10 years | -27.46 | 10.74 | -256% |