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NWHFX vs SSGSX
NWHFX vs SSGSX Comparison
Open Charts NWHFX vs SSGSX
Nationwide Bailard Cogntv Val M
Price$14.17
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets98.13M
Victory Sycamore Small Company Opp A
Price$41.82
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets5.67B
NWHFX vs SSGSX Comparison Chart
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NWHFX vs. SSGSX commentary
May 23, 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 NWHFX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.67B vs. NWHFX (98.1M). NWHFX pays higher dividends than SSGSX: NWHFX (1.98) vs SSGSX (0.54). NWHFX was incepted earlier than SSGSX: NWHFX (24 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than NWHFX (0.93). NWHFX is a more actively managed with annual turnover of: 278.84 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than NWHFX: SSGSX (2500) vs NWHFX (5000). NWHFX annual gain was more profitable for investors over the last year : -8.52 vs. SSGSX (-10.83). NWHFX return over 5 years is better than : 75.10 vs. SSGSX (26.99).
| NWHFX | SSGSX | NWHFX / SSGSX | |
| Total Expense Ratio | 0.93 | 1.26 | 74% |
| Annual Report Gross Expense Ratio | 0.93 | 1.26 | 74% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | -4.961 | -7.215 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.1M | 5.67B | 2% |
| Annual Yield % from dividends | 1.98 | 0.54 | 363% |
| Returns for 1 year | -8.52 | -10.83 | 79% |
| Returns for 3 years | 6.28 | -5.32 | -118% |
| Returns for 5 years | 75.10 | 26.99 | 278% |
| Returns for 10 years | 26.35 | 9.83 | 268% |
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