Interact to see
Advertisement
Advertisement
AFDVX vs SSGSX
AFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSX
Applied Finance Explorer Investor
Price$23.89
Change+$0.55 (+2.36%)
VolumeN/A
Net Assets945.99M
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
AFDVX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFDVX vs. SSGSX commentary
Feb 04, 2026
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 AFDVX is a Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.04B vs. AFDVX (946M). SSGSX pays higher dividends than AFDVX: SSGSX (0.58) vs AFDVX (0.45). AFDVX was incepted earlier than SSGSX: AFDVX (11 years) vs SSGSX (27 years). AFDVX (1.68) is less costly to investors than SSGSX (1.23). SSGSX is a more actively managed with annual turnover of: 50.00 vs. AFDVX (37.29). AFDVX has a lower initial minimum investment than SSGSX: AFDVX (1000) vs SSGSX (2500). AFDVX annual gain was more profitable for investors over the last year : 7.92 vs. SSGSX (3.83). AFDVX return over 5 years is better than : 59.70 vs. SSGSX (-0.23).
| AFDVX | SSGSX | AFDVX / SSGSX | |
| Total Expense Ratio | 1.08 | 1.23 | 88% |
| Annual Report Gross Expense Ratio | 1.68 | 1.23 | 137% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 3.689 | 8.123 | 45% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 5.04B | 19% |
| Annual Yield % from dividends | 0.45 | 0.58 | 79% |
| Returns for 1 year | 7.92 | 3.83 | 207% |
| Returns for 3 years | 29.30 | -3.10 | -945% |
| Returns for 5 years | 59.70 | -0.23 | -26,373% |
| Returns for 10 years | 216.42 | 53.01 | 408% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement