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HNVIX vs SSGSX
HNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSX
Heartland Value Plus Institutional
Price$36.29
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets290.5M
Victory Sycamore Small Company Opp A
Price$45.64
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets5.12B
HNVIX vs SSGSX Comparison Chart in %
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HNVIX vs. SSGSX commentary
Dec 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 Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.12B vs. HNVIX (291M). HNVIX pays higher dividends than SSGSX: HNVIX (0.76) vs SSGSX (0.48). 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 : 0.67 vs. SSGSX (-2.93). SSGSX return over 5 years is better than : -0.61 vs. HNVIX (-3.69).
| 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 | 2.110 | -1.701 | -124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 5.12B | 6% |
| Annual Yield % from dividends | 0.76 | 0.48 | 159% |
| Returns for 1 year | 0.67 | -2.93 | -23% |
| Returns for 3 years | -0.73 | 0.24 | -310% |
| Returns for 5 years | -3.69 | -0.61 | 602% |
| Returns for 10 years | 60.91 | 28.96 | 210% |
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