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NDVUX vs SSGSX
NDVUX vs SSGSX Comparison
Open Charts NDVUX vs SSGSX
MFS New Discovery Value R4
Price$18.04
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets2.67B
Victory Sycamore Small Company Opp A
Price$46.76
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets5.16B
NDVUX vs SSGSX Comparison Chart in %
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NDVUX vs. SSGSX commentary
Nov 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.16B vs. NDVUX (2.67B). NDVUX pays higher dividends than SSGSX: NDVUX (1.53) vs SSGSX (0.49). NDVUX was incepted earlier than SSGSX: NDVUX (15 years) vs SSGSX (27 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 : -12.38 vs. SSGSX (-13.54). NDVUX return over 5 years is better than : 18.63 vs. SSGSX (4.21).
| NDVUX | SSGSX | NDVUX / SSGSX | |
| Total Expense Ratio | 0.96 | 1.26 | 76% |
| Annual Report Gross Expense Ratio | 0.97 | 1.26 | 77% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -1.020 | 0.388 | -263% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 5.16B | 52% |
| Annual Yield % from dividends | 1.53 | 0.49 | 316% |
| Returns for 1 year | -12.38 | -13.54 | 91% |
| Returns for 3 years | 2.86 | -7.25 | -39% |
| Returns for 5 years | 18.63 | 4.21 | 442% |
| Returns for 10 years | 50.42 | 15.95 | 316% |
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