AFDZX
Price
$22.52
Change
+$0.10 (+0.45%)
Updated
Jul 3 closing price
Net Assets
886.89M
SSGSX
Price
$45.47
Change
+$0.28 (+0.62%)
Updated
Jul 3 closing price
Net Assets
5.82B
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AFDZX vs SSGSX

Header iconAFDZX vs SSGSX Comparison
Open Charts AFDZX vs SSGSXBanner chart's image
Applied Finance Explorer Institutional
Price$22.52
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets886.89M
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
AFDZX vs SSGSX Comparison Chart in %
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AFDZX vs. SSGSX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. AFDZX (887M). 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 : 9.30 vs. SSGSX (-1.26). AFDZX return over 5 years is better than : 136.38 vs. SSGSX (29.33).
AFDZXSSGSXAFDZX / SSGSX
Total Expense Ratio0.831.2666%
Annual Report Gross Expense Ratio1.371.26109%
Fund Existence10 years26 years-
Gain YTD2.784-2.068-135%
Front LoadN/A6%-
Min. Initial Investment100002500400%
Min. Initial Investment IRAN/AN/A-
Net Assets887M5.82B15%
Annual Yield % from dividends1.100.51216%
Returns for 1 year9.30-1.26-737%
Returns for 3 years40.932.381,720%
Returns for 5 years136.3829.33465%
Returns for 10 years138.9516.52841%
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