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HRTVX vs SSGSX
HRTVX vs SSGSX Comparison
Open Charts HRTVX vs SSGSX
Heartland Value Investor
Price$45.97
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets734.97M
Victory Sycamore Small Company Opp A
Price$41.59
Change-$0.23 (-0.55%)
VolumeN/A
Net Assets5.46B
HRTVX vs SSGSX Comparison Chart
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HRTVX vs. SSGSX commentary
May 25, 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 Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.46B vs. HRTVX (735M). HRTVX pays higher dividends than SSGSX: HRTVX (0.82) vs SSGSX (0.54). HRTVX was incepted earlier than SSGSX: HRTVX (40 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 : 0.32 vs. SSGSX (-12.04). HRTVX return over 5 years is better than : 56.36 vs. SSGSX (22.59).
| HRTVX | SSGSX | HRTVX / SSGSX | |
| Total Expense Ratio | 1.06 | 1.26 | 84% |
| Annual Report Gross Expense Ratio | 1.06 | 1.26 | 84% |
| Fund Existence | 40 years | 26 years | - |
| Gain YTD | -3.788 | -10.424 | 36% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 735M | 5.46B | 13% |
| Annual Yield % from dividends | 0.82 | 0.54 | 151% |
| Returns for 1 year | 0.32 | -12.04 | -3% |
| Returns for 3 years | 12.87 | -8.79 | -146% |
| Returns for 5 years | 56.36 | 22.59 | 249% |
| Returns for 10 years | 10.43 | 7.33 | 142% |
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