HRVIX
Price
$34.76
Change
+$0.24 (+0.70%)
Updated
Jul 25 closing price
Net Assets
276.14M
SSGSX
Price
$45.37
Change
+$0.32 (+0.71%)
Updated
Jul 25 closing price
Net Assets
5.73B
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HRVIX vs SSGSX

Header iconHRVIX vs SSGSX Comparison
Open Charts HRVIX vs SSGSXBanner chart's image
Heartland Value Plus Investor
Price$34.76
Change+$0.24 (+0.70%)
VolumeN/A
Net Assets276.14M
Victory Sycamore Small Company Opp A
Price$45.37
Change+$0.32 (+0.71%)
VolumeN/A
Net Assets5.73B
HRVIX vs SSGSX Comparison Chart in %
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HRVIX vs. SSGSX commentary
Jul 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 HRVIX is a StrongBuy and SSGSX is a Buy.

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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.73B vs. HRVIX (276M). SSGSX (0.51) and HRVIX (0.51) have matching dividends . HRVIX was incepted earlier than SSGSX: HRVIX (32 years) vs SSGSX (26 years). SSGSX (1.26) and HRVIX (1.21) have similar cost to investors . HRVIX is a more actively managed with annual turnover of: 68.00 vs. SSGSX (37.00). HRVIX has a lower initial minimum investment than SSGSX: HRVIX (1000) vs SSGSX (2500). HRVIX annual gain was more profitable for investors over the last year : -5.81 vs. SSGSX (-8.77). SSGSX return over 5 years is better than : 23.49 vs. HRVIX (11.66).
HRVIXSSGSXHRVIX / SSGSX
Total Expense Ratio1.211.2696%
Annual Report Gross Expense Ratio1.211.2696%
Fund Existence32 years26 years-
Gain YTD-2.986-2.283131%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets276M5.73B5%
Annual Yield % from dividends0.510.51100%
Returns for 1 year-5.81-8.7766%
Returns for 3 years-2.23-2.14104%
Returns for 5 years11.6623.4950%
Returns for 10 years31.2618.39170%
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