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HNTVX vs SSGSX
HNTVX vs SSGSX Comparison
Open Charts HNTVX vs SSGSX
Heartland Value Institutional
Price$46.93
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets729.48M
Victory Sycamore Small Company Opp A
Price$41.77
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets5.52B
HNTVX vs SSGSX Comparison Chart
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HNTVX vs. SSGSX commentary
May 11, 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: 5.52B vs. HNTVX (729M). HNTVX pays higher dividends than SSGSX: HNTVX (0.97) vs SSGSX (0.54). 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 : -3.03 vs. SSGSX (-13.13). HNTVX return over 5 years is better than : 60.70 vs. SSGSX (22.09).
| 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 | -4.575 | -10.037 | 46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 729M | 5.52B | 13% |
| Annual Yield % from dividends | 0.97 | 0.54 | 178% |
| Returns for 1 year | -3.03 | -13.13 | 23% |
| Returns for 3 years | 15.86 | -8.30 | -191% |
| Returns for 5 years | 60.70 | 22.09 | 275% |
| Returns for 10 years | 11.22 | 7.88 | 142% |
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