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NDVCX vs SSGSX
NDVCX vs SSGSX Comparison
Open Charts NDVCX vs SSGSX
MFS New Discovery Value C
Price$15.84
Change+$0.19 (+1.21%)
VolumeN/A
Net Assets3.03B
Victory Sycamore Small Company Opp A
Price$43.60
Change+$0.57 (+1.32%)
VolumeN/A
Net Assets5.8B
NDVCX vs SSGSX Comparison Chart
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NDVCX vs. SSGSX commentary
Apr 03, 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.8B vs. NDVCX (3.04B). NDVCX pays higher dividends than SSGSX: NDVCX (0.86) vs SSGSX (0.52). 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 : -2.43 vs. SSGSX (-10.13). NDVCX return over 5 years is better than : 68.67 vs. SSGSX (49.15).
| 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 | -4.348 | -7.323 | 59% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.04B | 5.8B | 52% |
| Annual Yield % from dividends | 0.86 | 0.52 | 166% |
| Returns for 1 year | -2.43 | -10.13 | 24% |
| Returns for 3 years | -13.87 | -12.11 | 115% |
| Returns for 5 years | 68.67 | 49.15 | 140% |
| Returns for 10 years | 24.26 | 9.81 | 247% |
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