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HNTVX vs SSGSX
HNTVX vs SSGSX Comparison
Open Charts HNTVX vs SSGSX
Heartland Value Institutional
Price$49.07
Change-$1.34 (-2.66%)
VolumeN/A
Net Assets772.32M
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.83 (-1.78%)
VolumeN/A
Net Assets6.33B
HNTVX vs SSGSX Comparison Chart
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HNTVX vs. SSGSX commentary
Feb 23, 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: 6.33B vs. HNTVX (772M). HNTVX pays higher dividends than SSGSX: HNTVX (0.81) vs SSGSX (0.35). HNTVX was incepted earlier than SSGSX: HNTVX (17 years) vs SSGSX (26 years). HNTVX is a more actively managed with annual turnover of: 43.00 vs. SSGSX (32.00). 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 : 8.91 vs. SSGSX (-1.03). HNTVX return over 5 years is better than : 28.89 vs. SSGSX (6.73).
| HNTVX | SSGSX | HNTVX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | -0.224 | 0.431 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 6.33B | 12% |
| Annual Yield % from dividends | 0.81 | 0.35 | 227% |
| Returns for 1 year | 8.91 | -1.03 | -864% |
| Returns for 3 years | 11.98 | -3.55 | -337% |
| Returns for 5 years | 28.89 | 6.73 | 429% |
| Returns for 10 years | 14.16 | 21.22 | 67% |
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