AFDVX
Price
$22.38
Change
+$0.15 (+0.67%)
Updated
Jul 25 closing price
Net Assets
886.09M
SSGSX
Price
$45.37
Change
+$0.32 (+0.71%)
Updated
Jul 25 closing price
Net Assets
5.73B
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AFDVX vs SSGSX

Header iconAFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSXBanner chart's image
Applied Finance Explorer Investor
Price$22.38
Change+$0.15 (+0.67%)
VolumeN/A
Net Assets886.09M
Victory Sycamore Small Company Opp A
Price$45.37
Change+$0.32 (+0.71%)
VolumeN/A
Net Assets5.73B
AFDVX vs SSGSX Comparison Chart in %
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AFDVX vs. SSGSX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.73B vs. AFDVX (886M). 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 : 0.38 vs. SSGSX (-8.77). AFDVX return over 5 years is better than : 123.14 vs. SSGSX (23.49).
AFDVXSSGSXAFDVX / SSGSX
Total Expense Ratio1.081.2686%
Annual Report Gross Expense Ratio1.691.26134%
Fund Existence10 years26 years-
Gain YTD2.897-2.283-127%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets886M5.73B15%
Annual Yield % from dividends0.920.51181%
Returns for 1 year0.38-8.77-4%
Returns for 3 years32.40-2.14-1,517%
Returns for 5 years123.1423.49524%
Returns for 10 years136.3518.39741%
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