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HNVIX vs SSGSX
HNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSX
Heartland Value Plus Institutional
Price$38.74
Change-$0.40 (-1.02%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Small Company Opp A
Price$52.14
Change-$0.53 (-1.01%)
VolumeN/A
CapitalizationN/A
HNVIX vs SSGSX Comparison Chart
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HNVIX vs. SSGSX commentary
Nov 18, 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 StrongBuy and SSGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.96B vs. HNVIX (303M). 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). SSGSX (13.80) and HNVIX (13.48) have marching annual gain over last year. HNVIX return over 5 years is better than : 18.50 vs. SSGSX (14.39).
| 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 | 5.472 | 9.331 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 6.96B | 4% |
| Annual Yield % from dividends | 1.14 | 0.35 | 322% |
| Returns for 1 year | 13.48 | 13.80 | 98% |
| Returns for 3 years | -20.88 | -12.22 | 171% |
| Returns for 5 years | 18.50 | 14.39 | 129% |
| Returns for 10 years | 20.55 | 26.20 | 78% |
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