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HRTVX vs SSGSX
HRTVX vs SSGSX Comparison
Open Charts HRTVX vs SSGSX
Heartland Value Investor
Price$49.22
Change+$0.58 (+1.19%)
VolumeN/A
Net Assets789.85M
Victory Sycamore Small Company Opp A
Price$47.98
Change+$0.40 (+0.84%)
VolumeN/A
Net Assets6.65B
HRTVX vs SSGSX Comparison Chart
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HRTVX vs. SSGSX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.65B vs. HRTVX (790M). 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 : 13.21 vs. SSGSX (3.54). HRTVX return over 5 years is better than : 33.28 vs. SSGSX (11.94).
| 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 | 1.800 | 2.477 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 6.65B | 12% |
| Annual Yield % from dividends | 0.67 | 0.35 | 187% |
| Returns for 1 year | 13.21 | 3.54 | 373% |
| Returns for 3 years | 11.85 | -1.87 | -635% |
| Returns for 5 years | 33.28 | 11.94 | 279% |
| Returns for 10 years | 19.49 | 28.90 | 67% |
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