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AFDVX vs SSGSX
AFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSX
Applied Finance Explorer Investor
Price$23.76
Change-$0.10 (-0.42%)
VolumeN/A
Net Assets960.67M
Victory Sycamore Small Company Opp A
Price$46.76
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets5.07B
AFDVX vs SSGSX Comparison Chart in %
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AFDVX vs. SSGSX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.07B vs. AFDVX (961M). SSGSX pays higher dividends than AFDVX: SSGSX (0.61) vs AFDVX (0.47). 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 : 10.92 vs. SSGSX (2.79). AFDVX return over 5 years is better than : 61.57 vs. SSGSX (-4.85).
| 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 | 3.125 | 4.632 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 961M | 5.07B | 19% |
| Annual Yield % from dividends | 0.47 | 0.61 | 77% |
| Returns for 1 year | 10.92 | 2.79 | 392% |
| Returns for 3 years | 37.01 | -1.97 | -1,879% |
| Returns for 5 years | 61.57 | -4.85 | -1,268% |
| Returns for 10 years | 208.77 | 49.63 | 421% |
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