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AFDVX vs SSGSX
AFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSX
Applied Finance Explorer Investor
Price$23.04
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets908.07M
Victory Sycamore Small Company Opp A
Price$45.78
Change+$0.17 (+0.37%)
VolumeN/A
Net Assets5.5B
AFDVX vs SSGSX Comparison Chart in %
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AFDVX vs. SSGSX commentary
Aug 20, 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: 5.5B vs. AFDVX (908M). AFDVX pays higher dividends than SSGSX: AFDVX (0.91) vs SSGSX (0.50). 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 : 6.38 vs. SSGSX (-5.37). AFDVX return over 5 years is better than : 107.62 vs. SSGSX (18.02).
| 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 | 5.609 | -1.766 | -318% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 908M | 5.5B | 17% |
| Annual Yield % from dividends | 0.91 | 0.50 | 183% |
| Returns for 1 year | 6.38 | -5.37 | -119% |
| Returns for 3 years | 27.21 | -8.25 | -330% |
| Returns for 5 years | 107.62 | 18.02 | 597% |
| Returns for 10 years | 154.04 | 19.99 | 771% |
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