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AFDZX vs SSGSX
AFDZX vs SSGSX Comparison
Open Charts AFDZX vs SSGSX
Applied Finance Explorer Institutional
Price$23.36
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets917.9M
Victory Sycamore Small Company Opp A
Price$45.95
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets5.32B
AFDZX vs SSGSX Comparison Chart in %
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AFDZX vs. SSGSX commentary
Oct 19, 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 Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.32B vs. AFDZX (918M). AFDZX pays higher dividends than SSGSX: AFDZX (1.00) vs SSGSX (0.48). AFDZX was incepted earlier than SSGSX: AFDZX (10 years) vs SSGSX (27 years). AFDZX (1.36) is less costly to investors than SSGSX (1.26). AFDZX (37.29) and SSGSX (37.00) have comparable annual turnover. 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 : -0.02 vs. SSGSX (-8.48). AFDZX return over 5 years is better than : 96.56 vs. SSGSX (18.06).
| AFDZX | SSGSX | AFDZX / SSGSX | |
| Total Expense Ratio | 0.83 | 1.26 | 66% |
| Annual Report Gross Expense Ratio | 1.36 | 1.26 | 108% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 6.618 | -1.034 | -640% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 5.32B | 17% |
| Annual Yield % from dividends | 1.00 | 0.48 | 210% |
| Returns for 1 year | -0.02 | -8.48 | 0% |
| Returns for 3 years | 44.08 | 1.10 | 4,015% |
| Returns for 5 years | 96.56 | 18.06 | 535% |
| Returns for 10 years | 157.81 | 18.76 | 841% |
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