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HNTVX vs SSGSX
HNTVX vs SSGSX Comparison
Open Charts HNTVX vs SSGSX
Heartland Value Institutional
Price$51.38
Change-$0.27 (-0.52%)
VolumeN/A
Net Assets799.37M
Victory Sycamore Small Company Opp A
Price$44.98
Change+$0.52 (+1.17%)
VolumeN/A
Net Assets5.66B
HNTVX vs SSGSX Comparison Chart in %
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HNTVX vs. SSGSX commentary
Jul 19, 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.66B vs. HNTVX (799M). HNTVX pays higher dividends than SSGSX: HNTVX (0.86) vs SSGSX (0.51). 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 : 0.60 vs. SSGSX (-11.31). HNTVX return over 5 years is better than : 56.28 vs. SSGSX (21.70).
| 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 | 5.022 | -4.243 | -118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 5.66B | 14% |
| Annual Yield % from dividends | 0.86 | 0.51 | 170% |
| Returns for 1 year | 0.60 | -11.31 | -5% |
| Returns for 3 years | 27.60 | 1.30 | 2,123% |
| Returns for 5 years | 56.28 | 21.70 | 259% |
| Returns for 10 years | 26.53 | 14.39 | 184% |
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