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HNVIX vs SSGSX
HNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSX
Heartland Value Plus Institutional
Price$34.44
Change+$0.15 (+0.44%)
VolumeN/A
Net Assets277.36M
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
HNVIX vs SSGSX Comparison Chart in %
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HNVIX vs. SSGSX commentary
Jul 06, 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 HNVIX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. HNVIX (277M). HNVIX pays higher dividends than SSGSX: HNVIX (0.82) vs SSGSX (0.51). HNVIX was incepted earlier than SSGSX: HNVIX (17 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than HNVIX (0.94). HNVIX is a more actively managed with annual turnover of: 68.00 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than HNVIX: SSGSX (2500) vs HNVIX (500000). HNVIX annual gain was more profitable for investors over the last year : 1.69 vs. SSGSX (-1.26). SSGSX return over 5 years is better than : 29.33 vs. HNVIX (16.57).
| HNVIX | SSGSX | HNVIX / SSGSX | |
| Total Expense Ratio | 0.94 | 1.26 | 75% |
| Annual Report Gross Expense Ratio | 0.94 | 1.26 | 75% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | -3.095 | -2.068 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 5.82B | 5% |
| Annual Yield % from dividends | 0.82 | 0.51 | 162% |
| Returns for 1 year | 1.69 | -1.26 | -134% |
| Returns for 3 years | 0.39 | 2.38 | 16% |
| Returns for 5 years | 16.57 | 29.33 | 57% |
| Returns for 10 years | 25.36 | 16.52 | 153% |
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