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NDVAX vs SSGSX
NDVAX vs SSGSX Comparison
Open Charts NDVAX vs SSGSX
MFS New Discovery Value A
Price$16.72
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.8B
Victory Sycamore Small Company Opp A
Price$41.82
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets5.67B
NDVAX vs SSGSX Comparison Chart
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NDVAX vs. SSGSX commentary
May 23, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.67B vs. NDVAX (2.8B). NDVAX pays higher dividends than SSGSX: NDVAX (1.70) vs SSGSX (0.54). 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 : -6.42 vs. SSGSX (-10.83). NDVAX return over 5 years is better than : 38.81 vs. SSGSX (26.99).
| 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 | -7.163 | -7.215 | 99% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 5.67B | 49% |
| Annual Yield % from dividends | 1.70 | 0.54 | 312% |
| Returns for 1 year | -6.42 | -10.83 | 59% |
| Returns for 3 years | -4.67 | -5.32 | 88% |
| Returns for 5 years | 38.81 | 26.99 | 144% |
| Returns for 10 years | 29.95 | 9.83 | 305% |
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