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HNVIX vs SSGSX
HNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSX
Heartland Value Plus Institutional
Price$30.54
Change-$0.08 (-0.26%)
VolumeN/A
Net Assets252.23M
Victory Sycamore Small Company Opp A
Price$40.43
Change-$0.26 (-0.64%)
VolumeN/A
Net Assets5.38B
HNVIX vs SSGSX Comparison Chart
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HNVIX vs. SSGSX commentary
Apr 28, 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 StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.38B vs. HNVIX (252M). 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 : -11.79 vs. SSGSX (-12.70). SSGSX return over 5 years is better than : 25.11 vs. HNVIX (12.19).
| 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 | -14.069 | -12.923 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 5.38B | 5% |
| Annual Yield % from dividends | 0.84 | 0.52 | 162% |
| Returns for 1 year | -11.79 | -12.70 | 93% |
| Returns for 3 years | -12.67 | -13.46 | 94% |
| Returns for 5 years | 12.19 | 25.11 | 49% |
| Returns for 10 years | 5.28 | 3.15 | 168% |