Interact to see
Advertisement
Advertisement
HNVIX vs SSGSX
HNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSX
Heartland Value Plus Institutional
Price$38.98
Change+$3.21 (+8.97%)
VolumeN/A
Net Assets308.73M
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
HNVIX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HNVIX 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 HNVIX is a Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.04B vs. HNVIX (309M). HNVIX pays higher dividends than SSGSX: HNVIX (0.85) vs SSGSX (0.58). HNVIX was incepted earlier than SSGSX: HNVIX (18 years) vs SSGSX (27 years). SSGSX (1.23) is less costly to investors than HNVIX (0.94). HNVIX is a more actively managed with annual turnover of: 68.00 vs. SSGSX (50.00). 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 : 9.83 vs. SSGSX (3.83). SSGSX return over 5 years is better than : -0.23 vs. HNVIX (-4.88).
| HNVIX | SSGSX | HNVIX / SSGSX | |
| Total Expense Ratio | 0.94 | 1.23 | 76% |
| Annual Report Gross Expense Ratio | 0.94 | 1.23 | 76% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 9.249 | 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 | 309M | 5.04B | 6% |
| Annual Yield % from dividends | 0.85 | 0.58 | 147% |
| Returns for 1 year | 9.83 | 3.83 | 257% |
| Returns for 3 years | 0.71 | -3.10 | -23% |
| Returns for 5 years | -4.88 | -0.23 | 2,154% |
| Returns for 10 years | 95.71 | 53.01 | 181% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FAIDX | 60.67 | N/A | N/A |
| Fidelity Advisor International Discv A | |||
| VAAGX | 27.27 | -0.03 | -0.11% |
| Virtus NFJ Large-Cap Value R6 | |||
| JGSMX | 23.74 | -0.09 | -0.38% |
| JPMorgan Small Cap Growth R6 | |||
| WCFOX | 13.60 | -0.09 | -0.66% |
| WCM Focused International Opps Inv | |||
| ECEAX | 35.83 | -0.25 | -0.69% |
| Eaton Vance Tax-Managed Eq Aset Allc C | |||