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NDVRX vs SSGSX
NDVRX vs SSGSX Comparison
Open Charts NDVRX vs SSGSX
MFS New Discovery Value R1
Price$15.92
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
NDVRX vs SSGSX Comparison Chart
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NDVRX 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 NDVRX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.8B vs. NDVRX (3.04B). NDVRX pays higher dividends than SSGSX: NDVRX (0.93) 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 : -2.35 vs. SSGSX (-10.13). NDVRX return over 5 years is better than : 69.97 vs. SSGSX (49.15).
| 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 | -4.327 | -7.323 | 59% |
| 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 | 0.93 | 0.52 | 180% |
| Returns for 1 year | -2.35 | -10.13 | 23% |
| Returns for 3 years | -13.32 | -12.11 | 110% |
| Returns for 5 years | 69.97 | 49.15 | 142% |
| Returns for 10 years | 25.61 | 9.81 | 261% |
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