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HNTVX vs SSGSX
HNTVX vs SSGSX Comparison
Open Charts HNTVX vs SSGSX
Heartland Value Institutional
Price$55.45
Change-$0.59 (-1.05%)
VolumeN/A
Net Assets854.47M
Victory Sycamore Small Company Opp A
Price$47.10
Change-$0.65 (-1.36%)
VolumeN/A
Net Assets5.58B
HNTVX vs SSGSX Comparison Chart in %
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HNTVX vs. SSGSX commentary
Sep 16, 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 StrongBuy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.58B vs. HNTVX (854M). HNTVX pays higher dividends than SSGSX: HNTVX (0.80) vs SSGSX (0.47). HNTVX was incepted earlier than SSGSX: HNTVX (17 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than HNTVX (0.91). 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 : 11.27 vs. SSGSX (-0.91). HNTVX return over 5 years is better than : 59.44 vs. SSGSX (27.21).
| HNTVX | SSGSX | HNTVX / SSGSX | |
| Total Expense Ratio | 0.91 | 1.26 | 72% |
| Annual Report Gross Expense Ratio | 0.91 | 1.26 | 72% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 12.749 | 1.443 | 883% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 854M | 5.58B | 15% |
| Annual Yield % from dividends | 0.80 | 0.47 | 168% |
| Returns for 1 year | 11.27 | -0.91 | -1,235% |
| Returns for 3 years | 32.23 | 1.77 | 1,822% |
| Returns for 5 years | 59.44 | 27.21 | 218% |
| Returns for 10 years | 48.26 | 23.85 | 202% |
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