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NDVSX vs SSGSX
NDVSX vs SSGSX Comparison
Open Charts NDVSX vs SSGSX
MFS New Discovery Value R2
Price$16.49
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.73B
Victory Sycamore Small Company Opp A
Price$41.77
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets5.52B
NDVSX vs SSGSX Comparison Chart
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NDVSX vs. SSGSX commentary
May 12, 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 NDVSX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. NDVSX (2.73B). NDVSX pays higher dividends than SSGSX: NDVSX (1.43) vs SSGSX (0.54). NDVSX was incepted earlier than SSGSX: NDVSX (14 years) vs SSGSX (26 years). NDVSX (1.45) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. NDVSX (34.00). NDVSX has a lower initial minimum investment than SSGSX: NDVSX (0) vs SSGSX (2500). NDVSX annual gain was more profitable for investors over the last year : -6.53 vs. SSGSX (-13.13). NDVSX return over 5 years is better than : 37.65 vs. SSGSX (22.09).
| NDVSX | SSGSX | NDVSX / SSGSX | |
| Total Expense Ratio | 1.44 | 1.26 | 114% |
| Annual Report Gross Expense Ratio | 1.45 | 1.26 | 115% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -7.360 | -10.037 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.73B | 5.52B | 49% |
| Annual Yield % from dividends | 1.43 | 0.54 | 263% |
| Returns for 1 year | -6.53 | -13.13 | 50% |
| Returns for 3 years | -4.18 | -8.30 | 50% |
| Returns for 5 years | 37.65 | 22.09 | 170% |
| Returns for 10 years | 29.91 | 7.88 | 380% |
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