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NDVUX vs SSGSX
NDVUX vs SSGSX Comparison
Open Charts NDVUX vs SSGSX
MFS New Discovery Value R4
Price$15.31
Change-$0.71 (-4.43%)
VolumeN/A
Net Assets2.64B
Victory Sycamore Small Company Opp A
Price$38.61
Change-$1.79 (-4.43%)
VolumeN/A
Net Assets5.42B
NDVUX vs SSGSX Comparison Chart
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NDVUX vs. SSGSX commentary
Apr 12, 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: 5.42B vs. NDVUX (2.64B). NDVUX pays higher dividends than SSGSX: NDVUX (1.86) vs SSGSX (0.52). 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 : -8.43 vs. SSGSX (-14.20). NDVUX return over 5 years is better than : 39.91 vs. SSGSX (18.77).
| 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 | -12.219 | -12.987 | 94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.64B | 5.42B | 49% |
| Annual Yield % from dividends | 1.86 | 0.52 | 360% |
| Returns for 1 year | -8.43 | -14.20 | 59% |
| Returns for 3 years | -13.98 | -13.85 | 101% |
| Returns for 5 years | 39.91 | 18.77 | 213% |
| Returns for 10 years | 30.01 | 3.07 | 978% |
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