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HNVIX vs SSGSX
HNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSX
Heartland Value Plus Institutional
Price$36.68
Change+$0.43 (+1.19%)
VolumeN/A
Net Assets311.35M
Victory Sycamore Small Company Opp A
Price$47.63
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets6.68B
HNVIX vs SSGSX Comparison Chart
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HNVIX vs. SSGSX commentary
Jan 19, 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: 6.68B vs. HNVIX (311M). 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 : 6.34 vs. SSGSX (5.32). HNVIX return over 5 years is better than : 7.29 vs. SSGSX (6.54).
| 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 | 3.208 | 2.585 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 6.68B | 5% |
| Annual Yield % from dividends | 1.14 | 0.35 | 322% |
| Returns for 1 year | 6.34 | 5.32 | 119% |
| Returns for 3 years | -3.20 | -5.92 | 54% |
| Returns for 5 years | 7.29 | 6.54 | 111% |
| Returns for 10 years | 35.65 | 30.62 | 116% |
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