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NDVBX vs SSGSX
NDVBX vs SSGSX Comparison
Open Charts NDVBX vs SSGSX
MFS New Discovery Value B
Price$16.56
Change-$0.35 (-2.07%)
VolumeN/A
Net Assets3.22B
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.83 (-1.78%)
VolumeN/A
Net Assets6.33B
NDVBX vs SSGSX Comparison Chart
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NDVBX vs. SSGSX commentary
Feb 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 NDVBX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.33B vs. NDVBX (3.22B). SSGSX pays higher dividends than NDVBX: SSGSX (0.35) vs NDVBX (0.25). NDVBX was incepted earlier than SSGSX: NDVBX (14 years) vs SSGSX (26 years). SSGSX is a more actively managed with annual turnover of: 32.00 vs. NDVBX (30.00). NDVBX has a lower initial minimum investment than SSGSX: NDVBX (1000) vs SSGSX (2500). NDVBX annual gain was more profitable for investors over the last year : 3.64 vs. SSGSX (-2.79). NDVBX return over 5 years is better than : 8.56 vs. SSGSX (4.83).
| NDVBX | SSGSX | NDVBX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -0.898 | -1.357 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 6.33B | 51% |
| Annual Yield % from dividends | 0.25 | 0.35 | 71% |
| Returns for 1 year | 3.64 | -2.79 | -130% |
| Returns for 3 years | -9.27 | -5.27 | 176% |
| Returns for 5 years | 8.56 | 4.83 | 177% |
| Returns for 10 years | 31.87 | 19.06 | 167% |
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