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NDVRX vs SSGSX
NDVRX vs SSGSX Comparison
Open Charts NDVRX vs SSGSX
MFS New Discovery Value R1
Price$14.86
Change+$0.24 (+1.64%)
VolumeN/A
Net Assets2.61B
Victory Sycamore Small Company Opp A
Price$40.69
Change+$0.63 (+1.57%)
VolumeN/A
Net Assets5.33B
NDVRX vs SSGSX Comparison Chart
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NDVRX vs. SSGSX commentary
Apr 25, 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: 5.33B vs. NDVRX (2.62B). 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 : -9.49 vs. SSGSX (-14.61). NDVRX return over 5 years is better than : 36.71 vs. SSGSX (23.96).
| 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 | -12.139 | -13.720 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 5.33B | 49% |
| Annual Yield % from dividends | 0.93 | 0.52 | 180% |
| Returns for 1 year | -9.49 | -14.61 | 65% |
| Returns for 3 years | -16.84 | -16.35 | 103% |
| Returns for 5 years | 36.71 | 23.96 | 153% |
| Returns for 10 years | 14.64 | 2.97 | 493% |
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