Ad is loading...
HNVIX vs SSGSX
HNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSX
Heartland Value Plus Institutional
Price$30.55
Change-$2.60 (-7.84%)
VolumeN/A
Net Assets278.32M
Victory Sycamore Small Company Opp A
Price$40.36
Change-$3.24 (-7.43%)
VolumeN/A
Net Assets5.88B
HNVIX vs SSGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HNVIX vs. SSGSX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.88B vs. HNVIX (278M). HNVIX pays higher dividends than SSGSX: HNVIX (0.84) vs SSGSX (0.52). HNVIX was incepted earlier than SSGSX: HNVIX (17 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than HNVIX (0.92). 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 : -8.55 vs. SSGSX (-9.24). SSGSX return over 5 years is better than : 51.13 vs. HNVIX (35.22).
| HNVIX | SSGSX | HNVIX / SSGSX | |
| Total Expense Ratio | 0.92 | 1.26 | 73% |
| Annual Report Gross Expense Ratio | 0.92 | 1.26 | 73% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | -6.725 | -6.095 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 5.88B | 5% |
| Annual Yield % from dividends | 0.84 | 0.52 | 162% |
| Returns for 1 year | -8.55 | -9.24 | 92% |
| Returns for 3 years | -10.32 | -10.59 | 98% |
| Returns for 5 years | 35.22 | 51.13 | 69% |
| Returns for 10 years | 15.96 | 10.74 | 149% |
View a ticker or compare two or three
VS
VS
Ad is loading...