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HRTVX vs SSGSX
HRTVX vs SSGSX Comparison
Open Charts HRTVX vs SSGSX
Heartland Value Investor
Price$42.27
Change+$0.38 (+0.91%)
VolumeN/A
Net Assets671.99M
Victory Sycamore Small Company Opp A
Price$39.45
Change+$0.34 (+0.87%)
VolumeN/A
Net Assets5.22B
HRTVX vs SSGSX Comparison Chart
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HRTVX vs. SSGSX commentary
Apr 18, 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 HRTVX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.22B vs. HRTVX (672M). HRTVX pays higher dividends than SSGSX: HRTVX (0.79) vs SSGSX (0.52). HRTVX was incepted earlier than SSGSX: HRTVX (40 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than HRTVX (1.07). SSGSX is a more actively managed with annual turnover of: 37.00 vs. HRTVX (34.00). HRTVX has a lower initial minimum investment than SSGSX: HRTVX (1000) vs SSGSX (2500). HRTVX annual gain was more profitable for investors over the last year : -5.90 vs. SSGSX (-14.16). HRTVX return over 5 years is better than : 61.90 vs. SSGSX (19.58).
| HRTVX | SSGSX | HRTVX / SSGSX | |
| Total Expense Ratio | 1.07 | 1.26 | 85% |
| Annual Report Gross Expense Ratio | 1.07 | 1.26 | 85% |
| Fund Existence | 40 years | 26 years | - |
| Gain YTD | -12.097 | -15.141 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 672M | 5.22B | 13% |
| Annual Yield % from dividends | 0.79 | 0.52 | 154% |
| Returns for 1 year | -5.90 | -14.16 | 42% |
| Returns for 3 years | -2.76 | -17.25 | 16% |
| Returns for 5 years | 61.90 | 19.58 | 316% |
| Returns for 10 years | -1.39 | 1.75 | -79% |
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