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HNTVX vs SSGSX
HNTVX vs SSGSX Comparison
Open Charts HNTVX vs SSGSX
Heartland Value Institutional
Price$54.38
Change-$0.16 (-0.29%)
VolumeN/A
Net Assets843.2M
Victory Sycamore Small Company Opp A
Price$45.95
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets5.32B
HNTVX vs SSGSX Comparison Chart in %
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HNTVX 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 HNTVX is a Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.32B vs. HNTVX (843M). HNTVX pays higher dividends than SSGSX: HNTVX (0.79) vs SSGSX (0.48). HNTVX was incepted earlier than SSGSX: HNTVX (17 years) vs SSGSX (27 years). SSGSX (1.26) is less costly to investors than HNTVX (0.91). SSGSX is a more actively managed with annual turnover of: 37.00 vs. HNTVX (34.00). SSGSX has a lower initial minimum investment than HNTVX: SSGSX (2500) vs HNTVX (500000). HNTVX annual gain was more profitable for investors over the last year : 2.40 vs. SSGSX (-8.48). HNTVX return over 5 years is better than : 48.40 vs. SSGSX (18.06).
| HNTVX | SSGSX | HNTVX / SSGSX | |
| Total Expense Ratio | 0.91 | 1.26 | 72% |
| Annual Report Gross Expense Ratio | 0.91 | 1.26 | 72% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 10.573 | -1.034 | -1,023% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 843M | 5.32B | 16% |
| Annual Yield % from dividends | 0.79 | 0.48 | 166% |
| Returns for 1 year | 2.40 | -8.48 | -28% |
| Returns for 3 years | 35.36 | 1.10 | 3,220% |
| Returns for 5 years | 48.40 | 18.06 | 268% |
| Returns for 10 years | 42.76 | 18.76 | 228% |
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