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NDVIX vs SSGSX
NDVIX vs SSGSX Comparison
Open Charts NDVIX vs SSGSX
MFS New Discovery Value I
Price$17.06
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.72B
Victory Sycamore Small Company Opp A
Price$42.44
Change-$0.09 (-0.21%)
VolumeN/A
Net Assets5.56B
NDVIX vs SSGSX Comparison Chart
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NDVIX 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 NDVIX is a Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.57B vs. NDVIX (2.72B). 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 : -2.26 vs. SSGSX (-9.66). NDVIX return over 5 years is better than : 21.84 vs. SSGSX (9.02).
| 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 | -6.205 | -8.400 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 5.57B | 49% |
| Annual Yield % from dividends | 1.87 | 0.52 | 358% |
| Returns for 1 year | -2.26 | -9.66 | 23% |
| Returns for 3 years | -9.64 | -12.21 | 79% |
| Returns for 5 years | 21.84 | 9.02 | 242% |
| Returns for 10 years | 35.47 | 8.85 | 401% |
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