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HRVIX vs SSGSX
HRVIX vs SSGSX Comparison
Open Charts HRVIX vs SSGSX
Heartland Value Plus Investor
Price$36.98
Change+$0.43 (+1.18%)
VolumeN/A
Net Assets311.35M
Victory Sycamore Small Company Opp A
Price$47.63
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets6.68B
HRVIX vs SSGSX Comparison Chart
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HRVIX vs. SSGSX commentary
Jan 19, 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: 6.68B vs. HRVIX (311M). 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 : 6.07 vs. SSGSX (5.16). SSGSX (6.38) and HRVIX (6.16) have equivalent 5 years return.
| 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 | 3.210 | 2.434 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 6.68B | 5% |
| Annual Yield % from dividends | 0.87 | 0.35 | 244% |
| Returns for 1 year | 6.07 | 5.16 | 118% |
| Returns for 3 years | -3.92 | -6.06 | 65% |
| Returns for 5 years | 6.16 | 6.38 | 96% |
| Returns for 10 years | 33.40 | 30.43 | 110% |
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