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NDVUX vs SSGSX
NDVUX vs SSGSX Comparison
Open Charts NDVUX vs SSGSX
MFS New Discovery Value R4
Price$16.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.8B
Victory Sycamore Small Company Opp A
Price$41.82
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets5.67B
NDVUX vs SSGSX Comparison Chart
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NDVUX vs. SSGSX commentary
May 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 NDVUX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.67B vs. NDVUX (2.8B). NDVUX pays higher dividends than SSGSX: NDVUX (1.95) vs SSGSX (0.54). NDVUX was incepted earlier than SSGSX: NDVUX (14 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than NDVUX (0.95). SSGSX is a more actively managed with annual turnover of: 37.00 vs. NDVUX (34.00). 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 : -6.12 vs. SSGSX (-10.83). NDVUX return over 5 years is better than : 42.69 vs. SSGSX (26.99).
| NDVUX | SSGSX | NDVUX / SSGSX | |
| Total Expense Ratio | 0.94 | 1.26 | 75% |
| Annual Report Gross Expense Ratio | 0.95 | 1.26 | 75% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -7.068 | -7.215 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 5.67B | 49% |
| Annual Yield % from dividends | 1.95 | 0.54 | 358% |
| Returns for 1 year | -6.12 | -10.83 | 57% |
| Returns for 3 years | -2.63 | -5.32 | 49% |
| Returns for 5 years | 42.69 | 26.99 | 158% |
| Returns for 10 years | 36.01 | 9.83 | 366% |
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