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HRTVX vs SSGSX
HRTVX vs SSGSX Comparison
Open Charts HRTVX vs SSGSX
Heartland Value Investor
Price$51.87
Change-$2.19 (-4.05%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Small Company Opp A
Price$46.41
Change-$2.12 (-4.37%)
VolumeN/A
CapitalizationN/A
HRTVX vs SSGSX Comparison Chart
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HRTVX 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 HRTVX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.85B vs. HRTVX (808M). HRTVX pays higher dividends than SSGSX: HRTVX (0.67) vs SSGSX (0.35). HRTVX was incepted earlier than SSGSX: HRTVX (40 years) vs SSGSX (26 years). HRTVX is a more actively managed with annual turnover of: 43.00 vs. SSGSX (32.00). 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 : 18.93 vs. SSGSX (1.76). HRTVX return over 5 years is better than : 41.38 vs. SSGSX (7.99).
| HRTVX | SSGSX | HRTVX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 40 years | 26 years | - |
| Gain YTD | 21.805 | 1.761 | 1,238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 808M | 6.85B | 12% |
| Annual Yield % from dividends | 0.67 | 0.35 | 187% |
| Returns for 1 year | 18.93 | 1.76 | 1,077% |
| Returns for 3 years | 10.27 | -1.81 | -567% |
| Returns for 5 years | 41.38 | 7.99 | 518% |
| Returns for 10 years | 16.82 | 17.10 | 98% |
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