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NDVRX vs SSGSX
NDVRX vs SSGSX Comparison
Open Charts NDVRX vs SSGSX
MFS New Discovery Value R1
Price$15.61
Change-$0.28 (-1.76%)
VolumeN/A
Net Assets2.72B
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.52B
NDVRX vs SSGSX Comparison Chart
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NDVRX vs. SSGSX commentary
Jun 16, 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 NDVRX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. NDVRX (2.72B). NDVRX pays higher dividends than SSGSX: NDVRX (0.94) vs SSGSX (0.52). NDVRX was incepted earlier than SSGSX: NDVRX (14 years) vs SSGSX (26 years). NDVRX (1.95) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. NDVRX (34.00). NDVRX has a lower initial minimum investment than SSGSX: NDVRX (0) vs SSGSX (2500). NDVRX annual gain was more profitable for investors over the last year : -2.10 vs. SSGSX (-8.36). NDVRX return over 5 years is better than : 27.05 vs. SSGSX (21.72).
| NDVRX | SSGSX | NDVRX / 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 | -6.190 | -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 | 5.52B | 49% |
| Annual Yield % from dividends | 0.94 | 0.52 | 179% |
| Returns for 1 year | -2.10 | -8.36 | 25% |
| Returns for 3 years | -2.57 | -3.90 | 66% |
| Returns for 5 years | 27.05 | 21.72 | 125% |
| Returns for 10 years | 20.56 | 7.10 | 290% |
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