Ad is loading...
HNVIX vs SSGSX
HNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSX
Heartland Value Plus Institutional
Price$36.81
Change-$1.69 (-4.39%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Small Company Opp A
Price$46.41
Change-$2.12 (-4.37%)
VolumeN/A
CapitalizationN/A
HNVIX vs SSGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HNVIX vs. SSGSX commentary
Dec 19, 2024
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 Sell and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.85B vs. HNVIX (298M). 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 : 7.35 vs. SSGSX (4.35). HNVIX return over 5 years is better than : 14.63 vs. SSGSX (9.53).
| 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 | 6.480 | 2.915 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 6.85B | 4% |
| Annual Yield % from dividends | 1.14 | 0.35 | 322% |
| Returns for 1 year | 7.35 | 4.35 | 169% |
| Returns for 3 years | -15.41 | -0.70 | 2,212% |
| Returns for 5 years | 14.63 | 9.53 | 154% |
| Returns for 10 years | 22.65 | 18.43 | 123% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers