Interact to see
Advertisement
Advertisement
NDVSX vs SSGSX
NDVSX vs SSGSX Comparison
Open Charts NDVSX vs SSGSX
MFS New Discovery Value R2
Price$17.24
Change-$0.41 (-2.32%)
VolumeN/A
Net Assets2.82B
Victory Sycamore Small Company Opp A
Price$44.27
Change-$1.10 (-2.42%)
VolumeN/A
Net Assets5.78B
NDVSX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NDVSX vs. SSGSX commentary
Jul 16, 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 Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.78B vs. NDVSX (2.82B). NDVSX pays higher dividends than SSGSX: NDVSX (1.34) vs SSGSX (0.51). NDVSX was incepted earlier than SSGSX: NDVSX (14 years) vs SSGSX (26 years). NDVSX (1.47) 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 : -3.94 vs. SSGSX (-6.68). NDVSX return over 5 years is better than : 35.51 vs. SSGSX (24.46).
| NDVSX | SSGSX | NDVSX / SSGSX | |
| Total Expense Ratio | 1.46 | 1.26 | 116% |
| Annual Report Gross Expense Ratio | 1.47 | 1.26 | 117% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -3.146 | -2.283 | 138% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 5.78B | 49% |
| Annual Yield % from dividends | 1.34 | 0.51 | 264% |
| Returns for 1 year | -3.94 | -6.68 | 59% |
| Returns for 3 years | 4.29 | 3.00 | 143% |
| Returns for 5 years | 35.51 | 24.46 | 145% |
| Returns for 10 years | 35.82 | 16.36 | 219% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers