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HRVIX vs SSGSX
HRVIX vs SSGSX Comparison
Open Charts HRVIX vs SSGSX
Heartland Value Plus Investor
Price$32.34
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets261.32M
Victory Sycamore Small Company Opp A
Price$42.44
Change-$0.09 (-0.21%)
VolumeN/A
Net Assets5.55B
HRVIX vs SSGSX Comparison Chart
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HRVIX vs. SSGSX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.55B vs. HRVIX (261M). HRVIX (0.53) and SSGSX (0.52) 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 : -7.83 vs. SSGSX (-9.66). SSGSX return over 5 years is better than : 9.02 vs. HRVIX (-1.05).
| 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 | -9.573 | -8.400 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 5.55B | 5% |
| Annual Yield % from dividends | 0.53 | 0.52 | 100% |
| Returns for 1 year | -7.83 | -9.66 | 81% |
| Returns for 3 years | -12.40 | -12.21 | 102% |
| Returns for 5 years | -1.05 | 9.02 | -12% |
| Returns for 10 years | 12.49 | 8.85 | 141% |