Interact to see
Advertisement
Advertisement
HNTVX vs SSGSX
HNTVX vs SSGSX Comparison
Open Charts HNTVX vs SSGSX
Heartland Value Institutional
Price$48.61
Change-$0.83 (-1.68%)
VolumeN/A
Net Assets754.38M
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.52B
HNTVX vs SSGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HNTVX vs. SSGSX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. HNTVX (754M). HNTVX pays higher dividends than SSGSX: HNTVX (0.91) vs SSGSX (0.52). 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 : 3.91 vs. SSGSX (-8.36). HNTVX return over 5 years is better than : 55.05 vs. SSGSX (21.72).
| 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 | -1.159 | -8.400 | 14% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 5.52B | 14% |
| Annual Yield % from dividends | 0.91 | 0.52 | 173% |
| Returns for 1 year | 3.91 | -8.36 | -47% |
| Returns for 3 years | 21.12 | -3.90 | -542% |
| Returns for 5 years | 55.05 | 21.72 | 254% |
| Returns for 10 years | 12.94 | 7.10 | 182% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement