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HNTVX vs SSGSX
HNTVX vs SSGSX Comparison
Open Charts HNTVX vs SSGSX
Heartland Value Institutional
Price$52.26
Change+$0.34 (+0.65%)
VolumeN/A
Net Assets809.1M
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
HNTVX vs SSGSX Comparison Chart in %
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HNTVX vs. SSGSX commentary
Jul 07, 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 Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. HNTVX (809M). HNTVX pays higher dividends than SSGSX: HNTVX (0.86) vs SSGSX (0.51). HNTVX was incepted earlier than SSGSX: HNTVX (17 years) vs SSGSX (26 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 : 10.77 vs. SSGSX (-1.26). HNTVX return over 5 years is better than : 63.80 vs. SSGSX (29.33).
| 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 | 26 years | - |
| Gain YTD | 6.263 | -2.068 | -303% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 809M | 5.82B | 14% |
| Annual Yield % from dividends | 0.86 | 0.51 | 170% |
| Returns for 1 year | 10.77 | -1.26 | -854% |
| Returns for 3 years | 29.11 | 2.38 | 1,223% |
| Returns for 5 years | 63.80 | 29.33 | 218% |
| Returns for 10 years | 25.40 | 16.52 | 154% |
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