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NDVBX vs SSGSX
NDVBX vs SSGSX Comparison
Open Charts NDVBX vs SSGSX
MFS New Discovery Value B
Price$15.59
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.72B
Victory Sycamore Small Company Opp A
Price$42.44
Change-$0.09 (-0.21%)
VolumeN/A
Net Assets5.56B
NDVBX vs SSGSX Comparison Chart
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NDVBX vs. SSGSX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.57B vs. NDVBX (2.72B). NDVBX pays higher dividends than SSGSX: NDVBX (0.78) 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 : -3.56 vs. SSGSX (-9.66). NDVBX return over 5 years is better than : 14.62 vs. SSGSX (9.02).
| 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 | -6.583 | -8.400 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 5.57B | 49% |
| Annual Yield % from dividends | 0.78 | 0.52 | 148% |
| Returns for 1 year | -3.56 | -9.66 | 37% |
| Returns for 3 years | -12.63 | -12.21 | 103% |
| Returns for 5 years | 14.62 | 9.02 | 162% |
| Returns for 10 years | 21.26 | 8.85 | 240% |
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