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HNVIX vs SSGSX
HNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSX
Heartland Value Plus Institutional
Price$36.06
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets283.34M
Victory Sycamore Small Company Opp A
Price$46.98
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets5.58B
HNVIX vs SSGSX Comparison Chart in %
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HNVIX vs. SSGSX commentary
Sep 17, 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: 5.58B vs. HNVIX (283M). HNVIX pays higher dividends than SSGSX: HNVIX (0.75) vs SSGSX (0.47). HNVIX was incepted earlier than SSGSX: HNVIX (17 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 : -0.76 vs. SSGSX (-3.60). SSGSX return over 5 years is better than : 25.74 vs. HNVIX (17.25).
| 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 | 27 years | - |
| Gain YTD | 1.773 | 1.314 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 5.58B | 5% |
| Annual Yield % from dividends | 0.75 | 0.47 | 158% |
| Returns for 1 year | -0.76 | -3.60 | 21% |
| Returns for 3 years | 7.91 | 3.65 | 217% |
| Returns for 5 years | 17.25 | 25.74 | 67% |
| Returns for 10 years | 50.96 | 24.97 | 204% |
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