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NDVCX vs SSGSX
NDVCX vs SSGSX Comparison
Open Charts NDVCX vs SSGSX
MFS New Discovery Value C
Price$15.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.72B
Victory Sycamore Small Company Opp A
Price$41.82
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets5.51B
NDVCX vs SSGSX Comparison Chart
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NDVCX 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 NDVCX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.51B vs. NDVCX (2.72B). NDVCX pays higher dividends than SSGSX: NDVCX (0.90) vs SSGSX (0.54). NDVCX was incepted earlier than SSGSX: NDVCX (14 years) vs SSGSX (26 years). NDVCX (1.95) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. NDVCX (34.00). NDVCX has a lower initial minimum investment than SSGSX: NDVCX (1000) vs SSGSX (2500). NDVCX annual gain was more profitable for investors over the last year : -6.48 vs. SSGSX (-12.65). NDVCX return over 5 years is better than : 31.98 vs. SSGSX (23.57).
| NDVCX | SSGSX | NDVCX / 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 | -7.428 | -9.714 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 5.51B | 49% |
| Annual Yield % from dividends | 0.90 | 0.54 | 165% |
| Returns for 1 year | -6.48 | -12.65 | 51% |
| Returns for 3 years | -8.69 | -8.78 | 99% |
| Returns for 5 years | 31.98 | 23.57 | 136% |
| Returns for 10 years | 18.16 | 6.87 | 264% |
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