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HRTVX vs SSGSX
HRTVX vs SSGSX Comparison
Open Charts HRTVX vs SSGSX
Heartland Value Investor
Price$50.73
Change+$0.34 (+0.67%)
VolumeN/A
Net Assets803.82M
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.79B
HRTVX vs SSGSX Comparison Chart in %
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HRTVX vs. SSGSX commentary
Jul 04, 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 StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.79B vs. HRTVX (804M). HRTVX pays higher dividends than SSGSX: HRTVX (0.73) vs SSGSX (0.51). HRTVX was incepted earlier than SSGSX: HRTVX (41 years) vs SSGSX (26 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 : 9.64 vs. SSGSX (-1.87). HRTVX return over 5 years is better than : 60.46 vs. SSGSX (28.53).
| 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 | 26 years | - |
| Gain YTD | 5.463 | -2.671 | -205% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 5.79B | 14% |
| Annual Yield % from dividends | 0.73 | 0.51 | 145% |
| Returns for 1 year | 9.64 | -1.87 | -515% |
| Returns for 3 years | 27.18 | 1.75 | 1,554% |
| Returns for 5 years | 60.46 | 28.53 | 212% |
| Returns for 10 years | 21.47 | 15.81 | 136% |
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