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NDVCX vs SSGSX
NDVCX vs SSGSX Comparison
Open Charts NDVCX vs SSGSX
MFS New Discovery Value C
Price$16.42
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets2.85B
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
NDVCX vs SSGSX Comparison Chart in %
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NDVCX vs. SSGSX commentary
Jul 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 NDVCX is a StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. NDVCX (2.85B). NDVCX pays higher dividends than SSGSX: NDVCX (0.84) vs SSGSX (0.51). 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 : 3.10 vs. SSGSX (-1.26). NDVCX return over 5 years is better than : 35.17 vs. SSGSX (29.33).
| 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 | -0.845 | -2.068 | 41% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 5.82B | 49% |
| Annual Yield % from dividends | 0.84 | 0.51 | 166% |
| Returns for 1 year | 3.10 | -1.26 | -246% |
| Returns for 3 years | 1.82 | 2.38 | 76% |
| Returns for 5 years | 35.17 | 29.33 | 120% |
| Returns for 10 years | 28.61 | 16.52 | 173% |
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