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HNVIX vs SSGSX
HNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSX
Heartland Value Plus Institutional
Price$35.08
Change-$0.43 (-1.21%)
VolumeN/A
Net Assets286.96M
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.57 (-1.23%)
VolumeN/A
Net Assets5.23B
HNVIX vs SSGSX Comparison Chart in %
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HNVIX vs. SSGSX commentary
Nov 14, 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: 5.23B vs. HNVIX (287M). HNVIX pays higher dividends than SSGSX: HNVIX (0.78) vs SSGSX (0.49). HNVIX was incepted earlier than SSGSX: HNVIX (18 years) vs SSGSX (27 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 : -10.59 vs. SSGSX (-12.62). SSGSX return over 5 years is better than : 8.71 vs. HNVIX (4.19).
| HNVIX | SSGSX | HNVIX / SSGSX | |
| Total Expense Ratio | 0.94 | 1.26 | 75% |
| Annual Report Gross Expense Ratio | 0.94 | 1.26 | 75% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | -1.294 | -0.129 | 1,002% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 5.23B | 5% |
| Annual Yield % from dividends | 0.78 | 0.49 | 160% |
| Returns for 1 year | -10.59 | -12.62 | 84% |
| Returns for 3 years | -4.37 | -6.25 | 70% |
| Returns for 5 years | 4.19 | 8.71 | 48% |
| Returns for 10 years | 38.84 | 20.45 | 190% |
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