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HNVIX vs SSGSX
HNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSX
Heartland Value Plus Institutional
Price$36.35
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets297.68M
Victory Sycamore Small Company Opp A
Price$46.99
Change-$0.08 (-0.17%)
VolumeN/A
Net Assets5.52B
HNVIX vs SSGSX Comparison Chart in %
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HNVIX vs. SSGSX commentary
Oct 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 HNVIX is a StrongBuy and SSGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. HNVIX (298M). HNVIX pays higher dividends than SSGSX: HNVIX (0.76) vs SSGSX (0.48). HNVIX was incepted earlier than SSGSX: HNVIX (17 years) vs SSGSX (27 years). SSGSX (1.26) is less costly to investors than HNVIX (0.94). HNVIX is a more actively managed with annual turnover of: 68.00 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than HNVIX: SSGSX (2500) vs HNVIX (500000). HNVIX annual gain was more profitable for investors over the last year : -0.94 vs. SSGSX (-4.40). SSGSX return over 5 years is better than : 22.15 vs. HNVIX (15.52).
| HNVIX | SSGSX | HNVIX / SSGSX | |
| Total Expense Ratio | 0.94 | 1.26 | 75% |
| Annual Report Gross Expense Ratio | 0.94 | 1.26 | 75% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 2.420 | 1.378 | 176% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 5.52B | 5% |
| Annual Yield % from dividends | 0.76 | 0.48 | 159% |
| Returns for 1 year | -0.94 | -4.40 | 21% |
| Returns for 3 years | 13.41 | 7.68 | 175% |
| Returns for 5 years | 15.52 | 22.15 | 70% |
| Returns for 10 years | 44.86 | 20.72 | 217% |
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