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NDVSX vs SSGSX
NDVSX vs SSGSX Comparison
Open Charts NDVSX vs SSGSX
MFS New Discovery Value R2
Price$16.64
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.72B
Victory Sycamore Small Company Opp A
Price$42.44
Change-$0.09 (-0.21%)
VolumeN/A
Net Assets5.56B
NDVSX vs SSGSX Comparison Chart
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NDVSX vs. SSGSX commentary
Jun 06, 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: 5.57B vs. NDVSX (2.72B). NDVSX pays higher dividends than SSGSX: NDVSX (1.38) 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 : -2.84 vs. SSGSX (-9.66). NDVSX return over 5 years is better than : 19.86 vs. SSGSX (9.02).
| 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 | -6.404 | -8.400 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 5.57B | 49% |
| Annual Yield % from dividends | 1.38 | 0.52 | 263% |
| Returns for 1 year | -2.84 | -9.66 | 29% |
| Returns for 3 years | -10.04 | -12.21 | 82% |
| Returns for 5 years | 19.86 | 9.02 | 220% |
| Returns for 10 years | 30.96 | 8.85 | 350% |
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