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AFDZX vs SSGSX
AFDZX vs SSGSX Comparison
Open Charts AFDZX vs SSGSX
Applied Finance Explorer Institutional
Price$23.70
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets948.61M
Victory Sycamore Small Company Opp A
Price$45.63
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets5.12B
AFDZX vs SSGSX Comparison Chart in %
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AFDZX vs. SSGSX commentary
Dec 25, 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.12B vs. AFDZX (949M). AFDZX pays higher dividends than SSGSX: AFDZX (1.00) vs SSGSX (0.48). 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 : 7.39 vs. SSGSX (-2.42). AFDZX return over 5 years is better than : 73.45 vs. SSGSX (-0.63).
| 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 | 8.170 | -1.723 | -474% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 949M | 5.12B | 19% |
| Annual Yield % from dividends | 1.00 | 0.48 | 211% |
| Returns for 1 year | 7.39 | -2.42 | -306% |
| Returns for 3 years | 43.02 | 0.45 | 9,467% |
| Returns for 5 years | 73.45 | -0.63 | -11,575% |
| Returns for 10 years | 172.49 | 18.71 | 922% |
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