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NDVVX vs SSGSX
NDVVX vs SSGSX Comparison
Open Charts NDVVX vs SSGSX
MFS New Discovery Value R6
Price$17.38
Change+$0.25 (+1.46%)
VolumeN/A
Net Assets2.72B
Victory Sycamore Small Company Opp A
Price$42.96
Change+$0.52 (+1.23%)
VolumeN/A
Net Assets5.55B
NDVVX vs SSGSX Comparison Chart
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NDVVX vs. SSGSX commentary
Jun 07, 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 NDVVX is a Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.55B vs. NDVVX (2.72B). NDVVX pays higher dividends than SSGSX: NDVVX (1.97) vs SSGSX (0.52). NDVVX was incepted earlier than SSGSX: NDVVX (13 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than NDVVX (0.85). SSGSX is a more actively managed with annual turnover of: 37.00 vs. NDVVX (34.00). NDVVX has a lower initial minimum investment than SSGSX: NDVVX (0) vs SSGSX (2500). NDVVX annual gain was more profitable for investors over the last year : -1.89 vs. SSGSX (-9.66). NDVVX return over 5 years is better than : 22.22 vs. SSGSX (8.79).
| NDVVX | SSGSX | NDVVX / SSGSX | |
| Total Expense Ratio | 0.84 | 1.26 | 67% |
| Annual Report Gross Expense Ratio | 0.85 | 1.26 | 67% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | -6.291 | -8.594 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 5.55B | 49% |
| Annual Yield % from dividends | 1.97 | 0.52 | 375% |
| Returns for 1 year | -1.89 | -9.66 | 20% |
| Returns for 3 years | -10.53 | -12.89 | 82% |
| Returns for 5 years | 22.22 | 8.79 | 253% |
| Returns for 10 years | 36.60 | 8.65 | 423% |
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