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NDVUX vs SSGSX
NDVUX vs SSGSX Comparison
Open Charts NDVUX vs SSGSX
MFS New Discovery Value R4
Price$20.02
Change-$0.09 (-0.45%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Small Company Opp A
Price$52.14
Change-$0.53 (-1.01%)
VolumeN/A
CapitalizationN/A
NDVUX vs SSGSX Comparison Chart
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NDVUX vs. SSGSX commentary
Nov 18, 2024
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 NDVUX is a StrongBuy and SSGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 6.96B vs. NDVUX (3.52B). NDVUX pays higher dividends than SSGSX: NDVUX (1.13) vs SSGSX (0.35). NDVUX was incepted earlier than SSGSX: NDVUX (13 years) vs SSGSX (26 years). SSGSX is a more actively managed with annual turnover of: 32.00 vs. NDVUX (30.00). NDVUX has a lower initial minimum investment than SSGSX: NDVUX (0) vs SSGSX (2500). NDVUX annual gain was more profitable for investors over the last year : 22.31 vs. SSGSX (13.80). NDVUX return over 5 years is better than : 26.08 vs. SSGSX (14.39).
| NDVUX | SSGSX | NDVUX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 13.377 | 9.331 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 6.96B | 51% |
| Annual Yield % from dividends | 1.13 | 0.35 | 320% |
| Returns for 1 year | 22.31 | 13.80 | 162% |
| Returns for 3 years | -9.25 | -12.22 | 76% |
| Returns for 5 years | 26.08 | 14.39 | 181% |
| Returns for 10 years | 64.57 | 26.20 | 246% |
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