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HNVIX vs SSGSX
HNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSX
Heartland Value Plus Institutional
Price$34.29
Change+$0.20 (+0.59%)
VolumeN/A
Net Assets275.27M
Victory Sycamore Small Company Opp A
Price$44.46
Change+$0.08 (+0.18%)
VolumeN/A
Net Assets4.98B
HNVIX vs SSGSX Comparison Chart in %
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HNVIX vs. SSGSX commentary
Nov 20, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.98B vs. HNVIX (275M). HNVIX pays higher dividends than SSGSX: HNVIX (0.78) vs SSGSX (0.49). HNVIX was incepted earlier than SSGSX: HNVIX (18 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 : -11.34 vs. SSGSX (-14.44). SSGSX return over 5 years is better than : 2.06 vs. HNVIX (-1.12).
| HNVIX | SSGSX | HNVIX / SSGSX | |
| Total Expense Ratio | 0.94 | 1.26 | 75% |
| Annual Report Gross Expense Ratio | 0.94 | 1.26 | 75% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | -4.080 | -4.415 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 4.98B | 6% |
| Annual Yield % from dividends | 0.78 | 0.49 | 160% |
| Returns for 1 year | -11.34 | -14.44 | 79% |
| Returns for 3 years | -7.46 | -10.47 | 71% |
| Returns for 5 years | -1.12 | 2.06 | -54% |
| Returns for 10 years | 33.04 | 12.64 | 261% |
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