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AFDVX vs SSGSX
AFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSX
Applied Finance Explorer Investor
Price$22.33
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets886.89M
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
AFDVX vs SSGSX Comparison Chart in %
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AFDVX vs. SSGSX commentary
Jul 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 AFDVX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. AFDVX (887M). AFDVX pays higher dividends than SSGSX: AFDVX (0.92) vs SSGSX (0.51). AFDVX was incepted earlier than SSGSX: AFDVX (10 years) vs SSGSX (26 years). AFDVX (1.69) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. AFDVX (32.00). 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 : 9.02 vs. SSGSX (-1.26). AFDVX return over 5 years is better than : 134.27 vs. SSGSX (29.33).
| AFDVX | SSGSX | AFDVX / SSGSX | |
| Total Expense Ratio | 1.08 | 1.26 | 86% |
| Annual Report Gross Expense Ratio | 1.69 | 1.26 | 134% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 2.667 | -2.068 | -129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 5.82B | 15% |
| Annual Yield % from dividends | 0.92 | 0.51 | 181% |
| Returns for 1 year | 9.02 | -1.26 | -715% |
| Returns for 3 years | 39.87 | 2.38 | 1,676% |
| Returns for 5 years | 134.27 | 29.33 | 458% |
| Returns for 10 years | 133.42 | 16.52 | 807% |
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