Interact to see
Advertisement
Advertisement
HNTVX vs SSGSX
HNTVX vs SSGSX Comparison
Open Charts HNTVX vs SSGSX
Heartland Value Institutional
Price$57.26
Change+$2.63 (+4.81%)
VolumeN/A
Net Assets965.75M
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
HNTVX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HNTVX vs. SSGSX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.04B vs. HNTVX (966M). HNTVX pays higher dividends than SSGSX: HNTVX (0.65) vs SSGSX (0.58). HNTVX was incepted earlier than SSGSX: HNTVX (18 years) vs SSGSX (27 years). SSGSX (1.23) is less costly to investors than HNTVX (0.91). SSGSX is a more actively managed with annual turnover of: 50.00 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 : 16.59 vs. SSGSX (3.83). HNTVX return over 5 years is better than : 22.96 vs. SSGSX (-0.23).
| HNTVX | SSGSX | HNTVX / SSGSX | |
| Total Expense Ratio | 0.91 | 1.23 | 74% |
| Annual Report Gross Expense Ratio | 0.91 | 1.23 | 74% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 9.296 | 8.123 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 966M | 5.04B | 19% |
| Annual Yield % from dividends | 0.65 | 0.58 | 113% |
| Returns for 1 year | 16.59 | 3.83 | 433% |
| Returns for 3 years | 27.19 | -3.10 | -877% |
| Returns for 5 years | 22.96 | -0.23 | -10,142% |
| Returns for 10 years | 86.08 | 53.01 | 162% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement