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NDVUX vs SSGSX
NDVUX vs SSGSX Comparison
Open Charts NDVUX vs SSGSX
MFS New Discovery Value R4
Price$18.14
Change+$0.14 (+0.78%)
VolumeN/A
Net Assets2.78B
Victory Sycamore Small Company Opp A
Price$45.37
Change+$0.32 (+0.71%)
VolumeN/A
Net Assets5.7B
NDVUX vs SSGSX Comparison Chart in %
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NDVUX vs. SSGSX commentary
Jul 27, 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.7B vs. NDVUX (2.78B). NDVUX pays higher dividends than SSGSX: NDVUX (1.82) vs SSGSX (0.51). NDVUX was incepted earlier than SSGSX: NDVUX (14 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than NDVUX (0.97). 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 : -2.71 vs. SSGSX (-9.42). NDVUX return over 5 years is better than : 42.73 vs. SSGSX (22.62).
| NDVUX | SSGSX | NDVUX / SSGSX | |
| Total Expense Ratio | 0.96 | 1.26 | 76% |
| Annual Report Gross Expense Ratio | 0.97 | 1.26 | 77% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -0.603 | -2.972 | 20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 5.7B | 49% |
| Annual Yield % from dividends | 1.82 | 0.51 | 359% |
| Returns for 1 year | -2.71 | -9.42 | 29% |
| Returns for 3 years | 4.14 | -2.83 | -147% |
| Returns for 5 years | 42.73 | 22.62 | 189% |
| Returns for 10 years | 51.64 | 17.56 | 294% |
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