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AFDZX vs SSGSX
AFDZX vs SSGSX Comparison
Open Charts AFDZX vs SSGSX
Applied Finance Explorer Institutional
Price$24.01
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets963.86M
Victory Sycamore Small Company Opp A
Price$47.05
Change+$0.29 (+0.62%)
VolumeN/A
Net Assets5.04B
AFDZX vs SSGSX Comparison Chart in %
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AFDZX 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 AFDZX is a Buy and SSGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.04B vs. AFDZX (964M). AFDZX pays higher dividends than SSGSX: AFDZX (0.70) vs SSGSX (0.61). AFDZX was incepted earlier than SSGSX: AFDZX (11 years) vs SSGSX (27 years). AFDZX (1.36) is less costly to investors than SSGSX (1.23). SSGSX is a more actively managed with annual turnover of: 50.00 vs. AFDZX (37.29). 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 : 9.10 vs. SSGSX (1.49). AFDZX return over 5 years is better than : 65.53 vs. SSGSX (-3.16).
| AFDZX | SSGSX | AFDZX / SSGSX | |
| Total Expense Ratio | 0.83 | 1.23 | 67% |
| Annual Report Gross Expense Ratio | 1.36 | 1.23 | 111% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 3.402 | 5.281 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 964M | 5.04B | 19% |
| Annual Yield % from dividends | 0.70 | 0.61 | 115% |
| Returns for 1 year | 9.10 | 1.49 | 609% |
| Returns for 3 years | 38.52 | -1.36 | -2,829% |
| Returns for 5 years | 65.53 | -3.16 | -2,072% |
| Returns for 10 years | 217.03 | 50.55 | 429% |
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