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HRTVX vs SSGSX
HRTVX vs SSGSX Comparison
Open Charts HRTVX vs SSGSX
Heartland Value Investor
Price$51.52
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets883.97M
Victory Sycamore Small Company Opp A
Price$45.64
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets5.12B
HRTVX vs SSGSX Comparison Chart in %
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HRTVX vs. SSGSX commentary
Dec 28, 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 Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.12B vs. HRTVX (884M). HRTVX pays higher dividends than SSGSX: HRTVX (0.67) vs SSGSX (0.48). 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 : 6.42 vs. SSGSX (-2.93). HRTVX return over 5 years is better than : 20.94 vs. SSGSX (-0.61).
| 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 | 7.828 | -1.701 | -460% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 884M | 5.12B | 17% |
| Annual Yield % from dividends | 0.67 | 0.48 | 141% |
| Returns for 1 year | 6.42 | -2.93 | -219% |
| Returns for 3 years | 25.77 | 0.24 | 10,927% |
| Returns for 5 years | 20.94 | -0.61 | -3,416% |
| Returns for 10 years | 45.02 | 28.96 | 155% |
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