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HRVIX vs SSGSX
HRVIX vs SSGSX Comparison
Open Charts HRVIX vs SSGSX
Heartland Value Plus Investor
Price$29.79
Change+$0.27 (+0.91%)
VolumeN/A
Net Assets243.89M
Victory Sycamore Small Company Opp A
Price$39.43
Change+$0.37 (+0.95%)
VolumeN/A
Net Assets5.23B
HRVIX vs SSGSX Comparison Chart
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HRVIX vs. SSGSX commentary
Apr 15, 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 HRVIX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.23B vs. HRVIX (244M). SSGSX (0.52) and HRVIX (0.52) have matching dividends . HRVIX was incepted earlier than SSGSX: HRVIX (31 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than HRVIX (1.18). HRVIX is a more actively managed with annual turnover of: 68.00 vs. SSGSX (37.00). HRVIX has a lower initial minimum investment than SSGSX: HRVIX (1000) vs SSGSX (2500). SSGSX (-16.02) and HRVIX (-16.38) have marching annual gain over last year. SSGSX return over 5 years is better than : 23.36 vs. HRVIX (11.02).
| HRVIX | SSGSX | HRVIX / SSGSX | |
| Total Expense Ratio | 1.18 | 1.26 | 94% |
| Annual Report Gross Expense Ratio | 1.18 | 1.26 | 94% |
| Fund Existence | 31 years | 26 years | - |
| Gain YTD | -17.611 | -15.873 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 5.23B | 5% |
| Annual Yield % from dividends | 0.52 | 0.52 | 100% |
| Returns for 1 year | -16.38 | -16.02 | 102% |
| Returns for 3 years | -20.00 | -17.97 | 111% |
| Returns for 5 years | 11.02 | 23.36 | 47% |
| Returns for 10 years | 0.68 | 0.88 | 78% |
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