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AFDVX vs SSGSX
AFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSX
Applied Finance Explorer Investor
Price$23.15
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets917.9M
Victory Sycamore Small Company Opp A
Price$45.95
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets5.31B
AFDVX vs SSGSX Comparison Chart in %
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AFDVX vs. SSGSX commentary
Oct 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 AFDVX is a Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.31B vs. AFDVX (918M). AFDVX pays higher dividends than SSGSX: AFDVX (0.84) vs SSGSX (0.48). AFDVX was incepted earlier than SSGSX: AFDVX (10 years) vs SSGSX (27 years). AFDVX (1.68) is less costly to investors than SSGSX (1.26). AFDVX (37.29) and SSGSX (37.00) have comparable annual turnover. 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 : -0.25 vs. SSGSX (-8.48). AFDVX return over 5 years is better than : 94.65 vs. SSGSX (18.06).
| AFDVX | SSGSX | AFDVX / SSGSX | |
| Total Expense Ratio | 1.08 | 1.26 | 86% |
| Annual Report Gross Expense Ratio | 1.68 | 1.26 | 133% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 6.437 | -1.034 | -623% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 5.31B | 17% |
| Annual Yield % from dividends | 0.84 | 0.48 | 176% |
| Returns for 1 year | -0.25 | -8.48 | 3% |
| Returns for 3 years | 43.00 | 1.10 | 3,916% |
| Returns for 5 years | 94.65 | 18.06 | 524% |
| Returns for 10 years | 151.71 | 18.76 | 809% |
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