Ad is loading...
Ad is loading...
HRTVX vs SSGSX
HRTVX vs SSGSX Comparison
Open Charts HRTVX vs SSGSX
Heartland Value Investor
Price$53.48
Change-$0.43 (-0.80%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Small Company Opp A
Price$52.14
Change-$0.53 (-1.01%)
VolumeN/A
CapitalizationN/A
HRTVX vs SSGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HRTVX vs. SSGSX commentary
Nov 18, 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 Buy and SSGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.96B vs. HRTVX (799M). 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 : 25.86 vs. SSGSX (13.80). HRTVX return over 5 years is better than : 42.27 vs. SSGSX (14.39).
| 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 | 18.871 | 9.331 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 6.96B | 11% |
| Annual Yield % from dividends | 0.67 | 0.35 | 187% |
| Returns for 1 year | 25.86 | 13.80 | 187% |
| Returns for 3 years | -0.39 | -12.22 | 3% |
| Returns for 5 years | 42.27 | 14.39 | 294% |
| Returns for 10 years | 14.91 | 26.20 | 57% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers