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HRTVX vs SSGSX
HRTVX vs SSGSX Comparison
Open Charts HRTVX vs SSGSX
Heartland Value Investor
Price$47.19
Change-$0.81 (-1.69%)
VolumeN/A
Net Assets754.38M
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.52B
HRTVX vs SSGSX Comparison Chart
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HRTVX vs. SSGSX commentary
Jun 16, 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 HRTVX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. HRTVX (754M). HRTVX pays higher dividends than SSGSX: HRTVX (0.77) vs SSGSX (0.52). HRTVX was incepted earlier than SSGSX: HRTVX (40 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than HRTVX (1.06). SSGSX is a more actively managed with annual turnover of: 37.00 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 : 3.52 vs. SSGSX (-8.36). HRTVX return over 5 years is better than : 52.89 vs. SSGSX (21.72).
| HRTVX | SSGSX | HRTVX / SSGSX | |
| Total Expense Ratio | 1.06 | 1.26 | 84% |
| Annual Report Gross Expense Ratio | 1.06 | 1.26 | 84% |
| Fund Existence | 40 years | 26 years | - |
| Gain YTD | -1.235 | -8.400 | 15% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 5.52B | 14% |
| Annual Yield % from dividends | 0.77 | 0.52 | 147% |
| Returns for 1 year | 3.52 | -8.36 | -42% |
| Returns for 3 years | 20.12 | -3.90 | -516% |
| Returns for 5 years | 52.89 | 21.72 | 244% |
| Returns for 10 years | 10.14 | 7.10 | 143% |
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