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NDVSX vs SSGSX
NDVSX vs SSGSX Comparison
Open Charts NDVSX vs SSGSX
MFS New Discovery Value R2
Price$15.42
Change+$0.15 (+0.98%)
VolumeN/A
Net Assets2.57B
Victory Sycamore Small Company Opp A
Price$39.45
Change+$0.34 (+0.87%)
VolumeN/A
Net Assets5.22B
NDVSX vs SSGSX Comparison Chart
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NDVSX vs. SSGSX commentary
Apr 18, 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: 5.22B vs. NDVSX (2.57B). NDVSX pays higher dividends than SSGSX: NDVSX (1.36) vs SSGSX (0.52). 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 : -7.02 vs. SSGSX (-14.11). NDVSX return over 5 years is better than : 39.74 vs. SSGSX (18.70).
| 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 | -13.371 | -15.766 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.57B | 5.22B | 49% |
| Annual Yield % from dividends | 1.36 | 0.52 | 265% |
| Returns for 1 year | -7.02 | -14.11 | 50% |
| Returns for 3 years | -17.42 | -18.13 | 96% |
| Returns for 5 years | 39.74 | 18.70 | 212% |
| Returns for 10 years | 21.21 | 0.15 | 14,034% |
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