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NDVUX vs SSGSX
NDVUX vs SSGSX Comparison
Open Charts NDVUX vs SSGSX
MFS New Discovery Value R4
Price$18.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.82B
Victory Sycamore Small Company Opp A
Price$46.93
Change-$0.05 (-0.11%)
VolumeN/A
Net Assets5.58B
NDVUX vs SSGSX Comparison Chart in %
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NDVUX vs. SSGSX commentary
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.58B vs. NDVUX (2.83B). NDVUX pays higher dividends than SSGSX: NDVUX (1.48) vs SSGSX (0.47). NDVUX was incepted earlier than SSGSX: NDVUX (14 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 : -3.99 vs. SSGSX (-4.33). NDVUX return over 5 years is better than : 43.94 vs. SSGSX (27.16).
| 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 | 27 years | - |
| Gain YTD | -0.527 | 1.185 | -44% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 5.58B | 51% |
| Annual Yield % from dividends | 1.48 | 0.47 | 313% |
| Returns for 1 year | -3.99 | -4.33 | 92% |
| Returns for 3 years | 10.70 | 3.52 | 304% |
| Returns for 5 years | 43.94 | 27.16 | 162% |
| Returns for 10 years | 57.45 | 24.81 | 232% |
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