Interact to see
Advertisement
Advertisement
HRVIX vs SSGSX
HRVIX vs SSGSX Comparison
Open Charts HRVIX vs SSGSX
Heartland Value Plus Investor
Price$34.06
Change+$0.23 (+0.68%)
VolumeN/A
Net Assets269.72M
Victory Sycamore Small Company Opp A
Price$44.46
Change+$0.19 (+0.43%)
VolumeN/A
Net Assets5.64B
HRVIX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HRVIX vs. SSGSX commentary
Jul 17, 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 Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.64B vs. HRVIX (270M). SSGSX (0.51) and HRVIX (0.51) have matching dividends . HRVIX was incepted earlier than SSGSX: HRVIX (32 years) vs SSGSX (26 years). SSGSX (1.26) and HRVIX (1.21) have similar cost to investors . 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). HRVIX annual gain was more profitable for investors over the last year : -9.38 vs. SSGSX (-11.73). SSGSX return over 5 years is better than : 21.18 vs. HRVIX (9.35).
| HRVIX | SSGSX | HRVIX / SSGSX | |
| Total Expense Ratio | 1.21 | 1.26 | 96% |
| Annual Report Gross Expense Ratio | 1.21 | 1.26 | 96% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | -5.582 | -4.652 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 5.64B | 5% |
| Annual Yield % from dividends | 0.51 | 0.51 | 100% |
| Returns for 1 year | -9.38 | -11.73 | 80% |
| Returns for 3 years | -1.58 | 0.50 | -313% |
| Returns for 5 years | 9.35 | 21.18 | 44% |
| Returns for 10 years | 21.09 | 13.53 | 156% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement