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AFDVX vs SSGSX
AFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSX
Applied Finance Explorer Investor
Price$21.05
Change-$0.32 (-1.50%)
VolumeN/A
Net Assets846.21M
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.52B
AFDVX vs SSGSX Comparison Chart
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AFDVX vs. SSGSX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. AFDVX (846M). AFDVX pays higher dividends than SSGSX: AFDVX (0.95) vs SSGSX (0.52). 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 : 3.27 vs. SSGSX (-8.36). AFDVX return over 5 years is better than : 121.52 vs. SSGSX (21.72).
| 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 | -3.218 | -8.400 | 38% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 846M | 5.52B | 15% |
| Annual Yield % from dividends | 0.95 | 0.52 | 182% |
| Returns for 1 year | 3.27 | -8.36 | -39% |
| Returns for 3 years | 27.64 | -3.90 | -709% |
| Returns for 5 years | 121.52 | 21.72 | 560% |
| Returns for 10 years | N/A | 7.10 | - |
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