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HNVIX vs SSGSX
HNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSX
Heartland Value Plus Institutional
Price$34.92
Change-$0.80 (-2.24%)
VolumeN/A
Net Assets297.97M
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.83 (-1.78%)
VolumeN/A
Net Assets6.33B
HNVIX vs SSGSX Comparison Chart
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HNVIX 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 HNVIX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.33B vs. HNVIX (298M). HNVIX pays higher dividends than SSGSX: HNVIX (1.14) vs SSGSX (0.35). HNVIX was incepted earlier than SSGSX: HNVIX (17 years) vs SSGSX (26 years). HNVIX is a more actively managed with annual turnover of: 53.00 vs. SSGSX (32.00). 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 : 0.32 vs. SSGSX (-2.79). HNVIX return over 5 years is better than : 7.61 vs. SSGSX (4.83).
| HNVIX | SSGSX | HNVIX / 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 | -1.745 | -1.357 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 6.33B | 5% |
| Annual Yield % from dividends | 1.14 | 0.35 | 322% |
| Returns for 1 year | 0.32 | -2.79 | -11% |
| Returns for 3 years | -2.37 | -5.27 | 45% |
| Returns for 5 years | 7.61 | 4.83 | 158% |
| Returns for 10 years | 21.22 | 19.06 | 111% |
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