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NDVIX vs SSGSX
NDVIX vs SSGSX Comparison
Open Charts NDVIX vs SSGSX
MFS New Discovery Value I
Price$17.57
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets2.77B
Victory Sycamore Small Company Opp A
Price$43.86
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets5.64B
NDVIX vs SSGSX Comparison Chart in %
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NDVIX vs. SSGSX commentary
Jul 01, 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 NDVIX is a Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.64B vs. NDVIX (2.77B). NDVIX pays higher dividends than SSGSX: NDVIX (1.87) vs SSGSX (0.52). NDVIX was incepted earlier than SSGSX: NDVIX (14 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than NDVIX (0.95). SSGSX is a more actively managed with annual turnover of: 37.00 vs. NDVIX (34.00). NDVIX has a lower initial minimum investment than SSGSX: NDVIX (0) vs SSGSX (2500). NDVIX annual gain was more profitable for investors over the last year : 1.69 vs. SSGSX (-4.80). NDVIX return over 5 years is better than : 44.43 vs. SSGSX (29.32).
| NDVIX | SSGSX | NDVIX / SSGSX | |
| Total Expense Ratio | 0.94 | 1.26 | 75% |
| Annual Report Gross Expense Ratio | 0.95 | 1.26 | 75% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -3.515 | -5.535 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 5.64B | 49% |
| Annual Yield % from dividends | 1.87 | 0.52 | 358% |
| Returns for 1 year | 1.69 | -4.80 | -35% |
| Returns for 3 years | 1.67 | -1.16 | -144% |
| Returns for 5 years | 44.43 | 29.32 | 152% |
| Returns for 10 years | 39.87 | 12.01 | 332% |
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