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HRTVX vs SSGSX
HRTVX vs SSGSX Comparison
Open Charts HRTVX vs SSGSX
Heartland Value Investor
Price$55.47
Change+$2.46 (+4.64%)
VolumeN/A
Net Assets965.75M
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
HRTVX vs SSGSX Comparison Chart in %
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HRTVX vs. SSGSX commentary
Feb 05, 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 HRTVX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.04B vs. HRTVX (966M). SSGSX pays higher dividends than HRTVX: SSGSX (0.58) vs HRTVX (0.53). HRTVX was incepted earlier than SSGSX: HRTVX (41 years) vs SSGSX (27 years). SSGSX (1.23) is less costly to investors than HRTVX (1.06). SSGSX is a more actively managed with annual turnover of: 50.00 vs. HRTVX (34.00). HRTVX has a lower initial minimum investment than SSGSX: HRTVX (1000) vs SSGSX (2500). HRTVX annual gain was more profitable for investors over the last year : 16.11 vs. SSGSX (3.83). HRTVX return over 5 years is better than : 20.95 vs. SSGSX (-0.23).
| HRTVX | SSGSX | HRTVX / SSGSX | |
| Total Expense Ratio | 1.06 | 1.23 | 86% |
| Annual Report Gross Expense Ratio | 1.06 | 1.23 | 86% |
| Fund Existence | 41 years | 27 years | - |
| Gain YTD | 9.279 | 8.123 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 966M | 5.04B | 19% |
| Annual Yield % from dividends | 0.53 | 0.58 | 92% |
| Returns for 1 year | 16.11 | 3.83 | 420% |
| Returns for 3 years | 25.85 | -3.10 | -834% |
| Returns for 5 years | 20.95 | -0.23 | -9,253% |
| Returns for 10 years | 80.90 | 53.01 | 153% |
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