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HRVIX vs SSGSX
HRVIX vs SSGSX Comparison
Open Charts HRVIX vs SSGSX
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.
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).
| 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 | -2.986 | -2.283 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 5.73B | 5% |
| Annual Yield % from dividends | 0.51 | 0.51 | 100% |
| Returns for 1 year | -5.81 | -8.77 | 66% |
| Returns for 3 years | -2.23 | -2.14 | 104% |
| Returns for 5 years | 11.66 | 23.49 | 50% |
| Returns for 10 years | 31.26 | 18.39 | 170% |
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