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HRVIX vs SSGSX
HRVIX vs SSGSX Comparison
Open Charts HRVIX vs SSGSX
Heartland Value Plus Investor
Price$35.19
Change-$0.82 (-2.28%)
VolumeN/A
Net Assets297.97M
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.83 (-1.78%)
VolumeN/A
Net Assets6.33B
HRVIX vs SSGSX Comparison Chart
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HRVIX vs. SSGSX commentary
Feb 23, 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: 6.33B 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 : 0.05 vs. SSGSX (-2.79). HRVIX return over 5 years is better than : 6.46 vs. SSGSX (4.83).
| 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 | -1.786 | -1.357 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 6.33B | 5% |
| Annual Yield % from dividends | 0.87 | 0.35 | 244% |
| Returns for 1 year | 0.05 | -2.79 | -2% |
| Returns for 3 years | -3.11 | -5.27 | 59% |
| Returns for 5 years | 6.46 | 4.83 | 134% |
| Returns for 10 years | 19.22 | 19.06 | 101% |
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