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NDVTX vs SSGSX
NDVTX vs SSGSX Comparison
Open Charts NDVTX vs SSGSX
MFS New Discovery Value R3
Price$15.00
Change-$0.24 (-1.57%)
VolumeN/A
Net Assets2.52B
Victory Sycamore Small Company Opp A
Price$38.21
Change-$0.52 (-1.34%)
VolumeN/A
Net Assets5.22B
NDVTX vs SSGSX Comparison Chart
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NDVTX vs. SSGSX commentary
Apr 09, 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 NDVTX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.22B vs. NDVTX (2.52B). NDVTX pays higher dividends than SSGSX: NDVTX (1.68) vs SSGSX (0.52). NDVTX was incepted earlier than SSGSX: NDVTX (14 years) vs SSGSX (26 years). SSGSX (1.26) and NDVTX (1.20) have similar cost to investors . SSGSX is a more actively managed with annual turnover of: 37.00 vs. NDVTX (34.00). NDVTX has a lower initial minimum investment than SSGSX: NDVTX (0) vs SSGSX (2500). NDVTX annual gain was more profitable for investors over the last year : -14.35 vs. SSGSX (-19.01). NDVTX return over 5 years is better than : 36.73 vs. SSGSX (18.76).
| NDVTX | SSGSX | NDVTX / SSGSX | |
| Total Expense Ratio | 1.19 | 1.26 | 94% |
| Annual Report Gross Expense Ratio | 1.20 | 1.26 | 95% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -16.898 | -16.584 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 5.22B | 48% |
| Annual Yield % from dividends | 1.68 | 0.52 | 326% |
| Returns for 1 year | -14.35 | -19.01 | 75% |
| Returns for 3 years | -19.67 | -17.69 | 111% |
| Returns for 5 years | 36.73 | 18.76 | 196% |
| Returns for 10 years | 19.74 | -1.34 | -1,476% |
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