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NDVTX vs SSGSX
NDVTX vs SSGSX Comparison
Open Charts NDVTX vs SSGSX
MFS New Discovery Value R3
Price$16.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.72B
Victory Sycamore Small Company Opp A
Price$42.58
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets5.52B
NDVTX vs SSGSX Comparison Chart in %
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NDVTX vs. SSGSX commentary
Jun 23, 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: 5.52B vs. NDVTX (2.72B). NDVTX pays higher dividends than SSGSX: NDVTX (1.70) 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 : -0.69 vs. SSGSX (-7.84). NDVTX return over 5 years is better than : 33.58 vs. SSGSX (21.11).
| 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 | -5.873 | -8.292 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 5.52B | 49% |
| Annual Yield % from dividends | 1.70 | 0.52 | 324% |
| Returns for 1 year | -0.69 | -7.84 | 9% |
| Returns for 3 years | 2.75 | -1.77 | -156% |
| Returns for 5 years | 33.58 | 21.11 | 159% |
| Returns for 10 years | 31.49 | 5.64 | 558% |
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