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HNTVX vs SSGSX
HNTVX vs SSGSX Comparison
Open Charts HNTVX vs SSGSX
Heartland Value Institutional
Price$48.75
Change+$0.59 (+1.23%)
VolumeN/A
Net Assets747.62M
Victory Sycamore Small Company Opp A
Price$42.96
Change+$0.52 (+1.23%)
VolumeN/A
Net Assets5.55B
HNTVX vs SSGSX Comparison Chart
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HNTVX vs. SSGSX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.55B vs. HNTVX (748M). HNTVX pays higher dividends than SSGSX: HNTVX (0.91) 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 (0.91). 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 : 2.81 vs. SSGSX (-9.66). HNTVX return over 5 years is better than : 42.45 vs. SSGSX (8.79).
| 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 | -2.074 | -8.594 | 24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 5.55B | 13% |
| Annual Yield % from dividends | 0.91 | 0.52 | 173% |
| Returns for 1 year | 2.81 | -9.66 | -29% |
| Returns for 3 years | 8.30 | -12.89 | -64% |
| Returns for 5 years | 42.45 | 8.79 | 483% |
| Returns for 10 years | 13.83 | 8.65 | 160% |
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