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NDVTX vs SSGSX
NDVTX vs SSGSX Comparison
Open Charts NDVTX vs SSGSX
MFS New Discovery Value R3
Price$17.81
Change+$0.21 (+1.19%)
VolumeN/A
Net Assets2.77B
Victory Sycamore Small Company Opp A
Price$44.46
Change+$0.19 (+0.43%)
VolumeN/A
Net Assets5.64B
NDVTX vs SSGSX Comparison Chart in %
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NDVTX vs. SSGSX commentary
Jul 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 NDVTX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.64B vs. NDVTX (2.77B). NDVTX pays higher dividends than SSGSX: NDVTX (1.65) vs SSGSX (0.51). NDVTX was incepted earlier than SSGSX: NDVTX (14 years) vs SSGSX (26 years). SSGSX (1.26) and NDVTX (1.22) 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 : -5.75 vs. SSGSX (-11.73). NDVTX return over 5 years is better than : 38.79 vs. SSGSX (21.18).
| NDVTX | SSGSX | NDVTX / SSGSX | |
| Total Expense Ratio | 1.21 | 1.26 | 96% |
| Annual Report Gross Expense Ratio | 1.22 | 1.26 | 97% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -2.493 | -4.652 | 54% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 5.64B | 49% |
| Annual Yield % from dividends | 1.65 | 0.51 | 326% |
| Returns for 1 year | -5.75 | -11.73 | 49% |
| Returns for 3 years | 5.88 | 0.50 | 1,166% |
| Returns for 5 years | 38.79 | 21.18 | 183% |
| Returns for 10 years | 41.14 | 13.53 | 304% |
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