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HRVIX vs SSGSX
HRVIX vs SSGSX Comparison
Open Charts HRVIX vs SSGSX
Heartland Value Plus Investor
Price$37.00
Change-$1.70 (-4.39%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Small Company Opp A
Price$46.41
Change-$2.12 (-4.37%)
VolumeN/A
CapitalizationN/A
HRVIX vs SSGSX Comparison Chart
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HRVIX vs. SSGSX commentary
Dec 19, 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 HRVIX is a Sell and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.85B vs. HRVIX (298M). HRVIX pays higher dividends than SSGSX: HRVIX (0.87) vs SSGSX (0.35). HRVIX was incepted earlier than SSGSX: HRVIX (31 years) vs SSGSX (26 years). HRVIX is a more actively managed with annual turnover of: 53.00 vs. SSGSX (32.00). HRVIX has a lower initial minimum investment than SSGSX: HRVIX (1000) vs SSGSX (2500). HRVIX annual gain was more profitable for investors over the last year : 7.08 vs. SSGSX (4.35). HRVIX return over 5 years is better than : 13.41 vs. SSGSX (9.53).
| HRVIX | SSGSX | HRVIX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 26 years | - |
| Gain YTD | 6.213 | 2.915 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 6.85B | 4% |
| Annual Yield % from dividends | 0.87 | 0.35 | 244% |
| Returns for 1 year | 7.08 | 4.35 | 163% |
| Returns for 3 years | -15.91 | -0.70 | 2,284% |
| Returns for 5 years | 13.41 | 9.53 | 141% |
| Returns for 10 years | 20.65 | 18.43 | 112% |
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