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AFDZX vs SSGSX
AFDZX vs SSGSX Comparison
Open Charts AFDZX vs SSGSX
Applied Finance Explorer Institutional
Price$22.57
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
AFDZX vs SSGSX Comparison Chart in %
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AFDZX 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 AFDZX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.73B vs. AFDZX (886M). AFDZX pays higher dividends than SSGSX: AFDZX (1.10) vs SSGSX (0.51). AFDZX was incepted earlier than SSGSX: AFDZX (10 years) vs SSGSX (26 years). AFDZX (1.37) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. AFDZX (32.00). SSGSX has a lower initial minimum investment than AFDZX: SSGSX (2500) vs AFDZX (10000). AFDZX annual gain was more profitable for investors over the last year : 0.61 vs. SSGSX (-8.77). AFDZX return over 5 years is better than : 125.25 vs. SSGSX (23.49).
| AFDZX | SSGSX | AFDZX / SSGSX | |
| Total Expense Ratio | 0.83 | 1.26 | 66% |
| Annual Report Gross Expense Ratio | 1.37 | 1.26 | 109% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 3.012 | -2.283 | -132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 886M | 5.73B | 15% |
| Annual Yield % from dividends | 1.10 | 0.51 | 216% |
| Returns for 1 year | 0.61 | -8.77 | -7% |
| Returns for 3 years | 33.37 | -2.14 | -1,562% |
| Returns for 5 years | 125.25 | 23.49 | 533% |
| Returns for 10 years | 141.94 | 18.39 | 772% |