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NDVAX vs SSGSX
NDVAX vs SSGSX Comparison
Open Charts NDVAX vs SSGSX
MFS New Discovery Value A
Price$15.99
Change-$1.27 (-7.36%)
VolumeN/A
Net Assets3.07B
Victory Sycamore Small Company Opp A
Price$40.36
Change-$3.24 (-7.43%)
VolumeN/A
Net Assets5.88B
NDVAX vs SSGSX Comparison Chart
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NDVAX vs. SSGSX commentary
Apr 04, 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 NDVAX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.88B vs. NDVAX (3.07B). NDVAX pays higher dividends than SSGSX: NDVAX (1.62) vs SSGSX (0.52). NDVAX was incepted earlier than SSGSX: NDVAX (14 years) vs SSGSX (26 years). SSGSX (1.26) and NDVAX (1.20) have similar cost to investors . SSGSX is a more actively managed with annual turnover of: 37.00 vs. NDVAX (34.00). NDVAX (6%) and SSGSX (6%) have equivalent initial investment costs. NDVAX has a lower initial minimum investment than SSGSX: NDVAX (1000) vs SSGSX (2500). NDVAX annual gain was more profitable for investors over the last year : -1.45 vs. SSGSX (-9.24). NDVAX return over 5 years is better than : 77.51 vs. SSGSX (51.13).
| NDVAX | SSGSX | NDVAX / SSGSX | |
| Total Expense Ratio | 1.19 | 1.26 | 94% |
| Annual Report Gross Expense Ratio | 1.20 | 1.26 | 95% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -4.164 | -6.095 | 68% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.07B | 5.88B | 52% |
| Annual Yield % from dividends | 1.62 | 0.52 | 314% |
| Returns for 1 year | -1.45 | -9.24 | 16% |
| Returns for 3 years | -10.81 | -10.59 | 102% |
| Returns for 5 years | 77.51 | 51.13 | 152% |
| Returns for 10 years | 35.76 | 10.74 | 333% |
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