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NDVBX vs SSGSX
NDVBX vs SSGSX Comparison
Open Charts NDVBX vs SSGSX
MFS New Discovery Value B
Price$14.81
Change-$1.18 (-7.38%)
VolumeN/A
Net Assets3.07B
Victory Sycamore Small Company Opp A
Price$40.36
Change-$3.24 (-7.43%)
VolumeN/A
Net Assets5.88B
NDVBX vs SSGSX Comparison Chart
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NDVBX 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 NDVBX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.88B vs. NDVBX (3.07B). NDVBX pays higher dividends than SSGSX: NDVBX (0.77) vs SSGSX (0.52). NDVBX was incepted earlier than SSGSX: NDVBX (14 years) vs SSGSX (26 years). NDVBX (1.95) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. NDVBX (34.00). 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 : -2.47 vs. SSGSX (-9.24). NDVBX return over 5 years is better than : 69.20 vs. SSGSX (51.13).
| NDVBX | SSGSX | NDVBX / SSGSX | |
| Total Expense Ratio | 1.94 | 1.26 | 154% |
| Annual Report Gross Expense Ratio | 1.95 | 1.26 | 155% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -4.309 | -6.095 | 71% |
| Front Load | N/A | 6% | - |
| 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 | 0.77 | 0.52 | 149% |
| Returns for 1 year | -2.47 | -9.24 | 27% |
| Returns for 3 years | -13.10 | -10.59 | 124% |
| Returns for 5 years | 69.20 | 51.13 | 135% |
| Returns for 10 years | 24.31 | 10.74 | 226% |
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