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NDVIX vs SSGSX
NDVIX vs SSGSX Comparison
Open Charts NDVIX vs SSGSX
MFS New Discovery Value I
Price$17.25
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets3.03B
Victory Sycamore Small Company Opp A
Price$43.03
Change+$0.13 (+0.30%)
VolumeN/A
Net Assets5.8B
NDVIX vs SSGSX Comparison Chart
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NDVIX 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 NDVIX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.8B vs. NDVIX (3.04B). NDVIX pays higher dividends than SSGSX: NDVIX (1.86) 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 : -3.73 vs. SSGSX (-11.67). NDVIX return over 5 years is better than : 72.58 vs. SSGSX (44.02).
| 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 | -5.272 | -7.603 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.04B | 5.8B | 52% |
| Annual Yield % from dividends | 1.86 | 0.52 | 361% |
| Returns for 1 year | -3.73 | -11.67 | 32% |
| Returns for 3 years | -11.81 | -12.38 | 95% |
| Returns for 5 years | 72.58 | 44.02 | 165% |
| Returns for 10 years | 38.05 | 9.47 | 402% |
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