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NDVUX vs SSGSX
NDVUX vs SSGSX Comparison
Open Charts NDVUX vs SSGSX
MFS New Discovery Value R4
Price$18.68
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets3.38B
Victory Sycamore Small Company Opp A
Price$47.63
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets6.68B
NDVUX vs SSGSX Comparison Chart
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NDVUX vs. SSGSX commentary
Jan 19, 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: 6.68B vs. NDVUX (3.38B). NDVUX pays higher dividends than SSGSX: NDVUX (1.13) vs SSGSX (0.35). NDVUX was incepted earlier than SSGSX: NDVUX (14 years) vs SSGSX (26 years). SSGSX is a more actively managed with annual turnover of: 32.00 vs. NDVUX (30.00). 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 : 11.80 vs. SSGSX (5.16). NDVUX return over 5 years is better than : 17.75 vs. SSGSX (6.38).
| NDVUX | SSGSX | NDVUX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 2.356 | 2.434 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 6.68B | 51% |
| Annual Yield % from dividends | 1.13 | 0.35 | 320% |
| Returns for 1 year | 11.80 | 5.16 | 229% |
| Returns for 3 years | -5.43 | -6.06 | 90% |
| Returns for 5 years | 17.75 | 6.38 | 278% |
| Returns for 10 years | 65.19 | 30.43 | 214% |
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