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HNVIX vs SSGSX
HNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSX
Heartland Value Plus Institutional
Price$32.45
Change+$0.34 (+1.06%)
VolumeN/A
Net Assets261.32M
Victory Sycamore Small Company Opp A
Price$42.44
Change-$0.09 (-0.21%)
VolumeN/A
Net Assets5.55B
HNVIX vs SSGSX Comparison Chart
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HNVIX vs. SSGSX commentary
Jun 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.55B vs. HNVIX (261M). HNVIX pays higher dividends than SSGSX: HNVIX (0.85) 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 (0.94). 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 : -7.49 vs. SSGSX (-9.66). SSGSX return over 5 years is better than : 9.02 vs. HNVIX (-0.20).
| 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 | 26 years | - |
| Gain YTD | -9.651 | -8.400 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 5.55B | 5% |
| Annual Yield % from dividends | 0.85 | 0.52 | 163% |
| Returns for 1 year | -7.49 | -9.66 | 78% |
| Returns for 3 years | -12.72 | -12.21 | 104% |
| Returns for 5 years | -0.20 | 9.02 | -2% |
| Returns for 10 years | 14.31 | 8.85 | 162% |
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