HRTVX
Price
$50.35
Change
+$0.10 (+0.20%)
Updated
Jul 25 closing price
Net Assets
801.48M
SSGSX
Price
$45.37
Change
+$0.32 (+0.71%)
Updated
Jul 25 closing price
Net Assets
5.73B
Interact to see
Advertisement

HRTVX vs SSGSX

Header iconHRTVX vs SSGSX Comparison
Open Charts HRTVX vs SSGSXBanner chart's image
Heartland Value Investor
Price$50.35
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets801.48M
Victory Sycamore Small Company Opp A
Price$45.37
Change+$0.32 (+0.71%)
VolumeN/A
Net Assets5.73B
HRTVX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HRTVX vs. SSGSX commentary
Jul 27, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.73B vs. HRTVX (801M). 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 : 0.92 vs. SSGSX (-8.77). HRTVX return over 5 years is better than : 52.59 vs. SSGSX (23.49).
HRTVXSSGSXHRTVX / SSGSX
Total Expense Ratio1.061.2684%
Annual Report Gross Expense Ratio1.061.2684%
Fund Existence41 years26 years-
Gain YTD5.379-2.283-236%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets801M5.73B14%
Annual Yield % from dividends0.730.51145%
Returns for 1 year0.92-8.77-10%
Returns for 3 years23.35-2.14-1,093%
Returns for 5 years52.5923.49224%
Returns for 10 years27.6218.39150%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
IRTC134.181.89
+1.43%
iRhythm Technologies
MITT7.790.05
+0.65%
AG Mortgage Investment Trust
RMD275.161.66
+0.61%
ResMed
AVO12.05-0.11
-0.90%
Mission Produce
SYNX1.86-0.05
-2.62%
Silynxcom Ltd