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NDVTX vs SSGSX
NDVTX vs SSGSX Comparison
Open Charts NDVTX vs SSGSX
MFS New Discovery Value R3
Price$16.74
Change+$0.24 (+1.45%)
VolumeN/A
Net Assets2.7B
Victory Sycamore Small Company Opp A
Price$41.78
Change+$0.72 (+1.75%)
VolumeN/A
Net Assets5.44B
NDVTX vs SSGSX Comparison Chart
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NDVTX vs. SSGSX commentary
May 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.44B vs. NDVTX (2.7B). NDVTX pays higher dividends than SSGSX: NDVTX (1.77) vs SSGSX (0.54). 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 : -6.67 vs. SSGSX (-13.71). NDVTX return over 5 years is better than : 37.91 vs. SSGSX (20.02).
| 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 | -8.587 | -11.566 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 5.44B | 50% |
| Annual Yield % from dividends | 1.77 | 0.54 | 325% |
| Returns for 1 year | -6.67 | -13.71 | 49% |
| Returns for 3 years | -5.18 | -10.63 | 49% |
| Returns for 5 years | 37.91 | 20.02 | 189% |
| Returns for 10 years | 31.92 | 5.67 | 563% |
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