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HRTVX vs SSGSX
HRTVX vs SSGSX Comparison
Open Charts HRTVX vs SSGSX
Heartland Value Investor
Price$50.89
Change-$0.11 (-0.22%)
VolumeN/A
Net Assets812.22M
Victory Sycamore Small Company Opp A
Price$44.37
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets4.96B
HRTVX vs SSGSX Comparison Chart in %
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HRTVX vs. SSGSX commentary
Nov 20, 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: 4.96B vs. HRTVX (812M). HRTVX pays higher dividends than SSGSX: HRTVX (0.69) vs SSGSX (0.49). HRTVX was incepted earlier than SSGSX: HRTVX (41 years) vs SSGSX (27 years). SSGSX (1.26) is less costly to investors than HRTVX (1.06). 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 : -4.38 vs. SSGSX (-13.94). HRTVX return over 5 years is better than : 31.18 vs. SSGSX (2.50).
| HRTVX | SSGSX | HRTVX / SSGSX | |
| Total Expense Ratio | 1.06 | 1.26 | 84% |
| Annual Report Gross Expense Ratio | 1.06 | 1.26 | 84% |
| Fund Existence | 41 years | 27 years | - |
| Gain YTD | 6.739 | -4.243 | -159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 812M | 4.96B | 16% |
| Annual Yield % from dividends | 0.69 | 0.49 | 142% |
| Returns for 1 year | -4.38 | -13.94 | 31% |
| Returns for 3 years | 21.50 | -10.31 | -208% |
| Returns for 5 years | 31.18 | 2.50 | 1,245% |
| Returns for 10 years | 33.88 | 12.84 | 264% |
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