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NDVAX vs SSGSX
NDVAX vs SSGSX Comparison
Open Charts NDVAX vs SSGSX
MFS New Discovery Value A
Price$16.12
Change+$0.26 (+1.64%)
VolumeN/A
Net Assets2.61B
Victory Sycamore Small Company Opp A
Price$40.69
Change+$0.63 (+1.57%)
VolumeN/A
Net Assets5.33B
NDVAX vs SSGSX Comparison Chart
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NDVAX vs. SSGSX commentary
Apr 25, 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: 5.33B vs. NDVAX (2.62B). 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 : -8.51 vs. SSGSX (-14.61). NDVAX return over 5 years is better than : 42.79 vs. SSGSX (23.96).
| 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 | -11.938 | -13.720 | 87% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 5.33B | 49% |
| Annual Yield % from dividends | 1.62 | 0.52 | 314% |
| Returns for 1 year | -8.51 | -14.61 | 58% |
| Returns for 3 years | -15.00 | -16.35 | 92% |
| Returns for 5 years | 42.79 | 23.96 | 179% |
| Returns for 10 years | 24.84 | 2.97 | 837% |
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