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HNVIX vs SSGSX
HNVIX vs SSGSX Comparison
Open Charts HNVIX vs SSGSX
Heartland Value Plus Institutional
Price$32.22
Change-$0.57 (-1.74%)
VolumeN/A
Net Assets266.35M
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.63B
HNVIX vs SSGSX Comparison Chart
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HNVIX vs. SSGSX commentary
Jun 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.63B vs. HNVIX (266M). HNVIX pays higher dividends than SSGSX: HNVIX (0.85) vs SSGSX (0.52). 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 : -5.25 vs. SSGSX (-8.36). SSGSX return over 5 years is better than : 21.72 vs. HNVIX (9.27).
| 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 | -9.342 | -8.400 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 5.63B | 5% |
| Annual Yield % from dividends | 0.85 | 0.52 | 163% |
| Returns for 1 year | -5.25 | -8.36 | 63% |
| Returns for 3 years | -4.43 | -3.90 | 114% |
| Returns for 5 years | 9.27 | 21.72 | 43% |
| Returns for 10 years | 12.86 | 7.10 | 181% |
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