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NDVRX vs SSGSX
NDVRX vs SSGSX Comparison
Open Charts NDVRX vs SSGSX
MFS New Discovery Value R1
Price$16.44
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets2.79B
Victory Sycamore Small Company Opp A
Price$45.37
Change+$0.32 (+0.71%)
VolumeN/A
Net Assets5.73B
NDVRX vs SSGSX Comparison Chart in %
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NDVRX vs. SSGSX commentary
Jul 27, 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: 5.73B vs. NDVRX (2.79B). NDVRX pays higher dividends than SSGSX: NDVRX (0.91) vs SSGSX (0.51). NDVRX was incepted earlier than SSGSX: NDVRX (14 years) vs SSGSX (26 years). NDVRX (1.97) 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 : -4.11 vs. SSGSX (-8.77). NDVRX return over 5 years is better than : 32.86 vs. SSGSX (23.49).
| NDVRX | SSGSX | NDVRX / SSGSX | |
| Total Expense Ratio | 1.96 | 1.26 | 156% |
| Annual Report Gross Expense Ratio | 1.97 | 1.26 | 156% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -1.202 | -2.283 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 5.73B | 49% |
| Annual Yield % from dividends | 0.91 | 0.51 | 180% |
| Returns for 1 year | -4.11 | -8.77 | 47% |
| Returns for 3 years | -0.32 | -2.14 | 15% |
| Returns for 5 years | 32.86 | 23.49 | 140% |
| Returns for 10 years | 33.09 | 18.39 | 180% |
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