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HNTVX vs SSGSX
HNTVX vs SSGSX Comparison
Open Charts HNTVX vs SSGSX
Heartland Value Institutional
Price$43.14
Change-$0.12 (-0.28%)
VolumeN/A
Net Assets673.92M
Victory Sycamore Small Company Opp A
Price$39.11
Change-$0.29 (-0.74%)
VolumeN/A
Net Assets5.26B
HNTVX vs SSGSX Comparison Chart
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HNTVX vs. SSGSX commentary
Apr 18, 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 HNTVX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.26B vs. HNTVX (674M). HNTVX pays higher dividends than SSGSX: HNTVX (0.93) vs SSGSX (0.52). HNTVX was incepted earlier than SSGSX: HNTVX (17 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than HNTVX (0.89). SSGSX is a more actively managed with annual turnover of: 37.00 vs. HNTVX (34.00). SSGSX has a lower initial minimum investment than HNTVX: SSGSX (2500) vs HNTVX (500000). HNTVX annual gain was more profitable for investors over the last year : -5.53 vs. SSGSX (-14.16). HNTVX return over 5 years is better than : 64.24 vs. SSGSX (19.58).
| HNTVX | SSGSX | HNTVX / SSGSX | |
| Total Expense Ratio | 0.89 | 1.26 | 71% |
| Annual Report Gross Expense Ratio | 0.89 | 1.26 | 71% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | -12.037 | -15.141 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 5.26B | 13% |
| Annual Yield % from dividends | 0.93 | 0.52 | 181% |
| Returns for 1 year | -5.53 | -14.16 | 39% |
| Returns for 3 years | -1.94 | -17.25 | 11% |
| Returns for 5 years | 64.24 | 19.58 | 328% |
| Returns for 10 years | 1.14 | 1.75 | 65% |
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