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HRTVX vs SSGSX
HRTVX vs SSGSX Comparison
Open Charts HRTVX vs SSGSX
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 %
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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.
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).
| 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 | 5.379 | -2.283 | -236% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 801M | 5.73B | 14% |
| Annual Yield % from dividends | 0.73 | 0.51 | 145% |
| Returns for 1 year | 0.92 | -8.77 | -10% |
| Returns for 3 years | 23.35 | -2.14 | -1,093% |
| Returns for 5 years | 52.59 | 23.49 | 224% |
| Returns for 10 years | 27.62 | 18.39 | 150% |
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