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HRVIX vs SSGSX
HRVIX vs SSGSX Comparison
Open Charts HRVIX vs SSGSX
Heartland Value Plus Investor
Price$34.68
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets277.36M
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
HRVIX vs SSGSX Comparison Chart in %
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HRVIX vs. SSGSX commentary
Jul 07, 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 Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. HRVIX (277M). 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 : 1.44 vs. SSGSX (-1.26). SSGSX return over 5 years is better than : 29.33 vs. HRVIX (15.36).
| HRVIX | SSGSX | HRVIX / SSGSX | |
| Total Expense Ratio | 1.21 | 1.26 | 96% |
| Annual Report Gross Expense Ratio | 1.21 | 1.26 | 96% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | -3.210 | -2.068 | 155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 5.82B | 5% |
| Annual Yield % from dividends | 0.51 | 0.51 | 100% |
| Returns for 1 year | 1.44 | -1.26 | -114% |
| Returns for 3 years | -0.36 | 2.38 | -15% |
| Returns for 5 years | 15.36 | 29.33 | 52% |
| Returns for 10 years | 23.30 | 16.52 | 141% |
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