HNVIX
Price
$34.52
Change
+$0.23 (+0.67%)
Updated
Jul 25 closing price
Net Assets
276.14M
SSGSX
Price
$45.37
Change
+$0.32 (+0.71%)
Updated
Jul 25 closing price
Net Assets
5.73B
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HNVIX vs SSGSX

Header iconHNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSXBanner chart's image
Heartland Value Plus Institutional
Price$34.52
Change+$0.23 (+0.67%)
VolumeN/A
Net Assets276.14M
Victory Sycamore Small Company Opp A
Price$45.37
Change+$0.32 (+0.71%)
VolumeN/A
Net Assets5.73B
HNVIX vs SSGSX Comparison Chart in %
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HNVIX vs. SSGSX commentary
Jul 27, 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 StrongBuy and SSGSX is a Buy.

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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.73B vs. HNVIX (276M). 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 : -5.60 vs. SSGSX (-8.77). SSGSX return over 5 years is better than : 23.49 vs. HNVIX (12.85).
HNVIXSSGSXHNVIX / SSGSX
Total Expense Ratio0.941.2675%
Annual Report Gross Expense Ratio0.941.2675%
Fund Existence17 years26 years-
Gain YTD-2.870-2.283126%
Front LoadN/A6%-
Min. Initial Investment500000250020,000%
Min. Initial Investment IRAN/AN/A-
Net Assets276M5.73B5%
Annual Yield % from dividends0.820.51162%
Returns for 1 year-5.60-8.7764%
Returns for 3 years-1.51-2.1470%
Returns for 5 years12.8523.4955%
Returns for 10 years33.4218.39182%
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