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HRVIX vs SSGSX
HRVIX vs SSGSX Comparison
Open Charts HRVIX vs SSGSX
Heartland Value Plus Investor
Price$32.45
Change-$0.57 (-1.73%)
VolumeN/A
Net Assets266.35M
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.63B
HRVIX vs SSGSX Comparison Chart
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HRVIX vs. SSGSX commentary
Jun 14, 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: 5.63B vs. HRVIX (266M). HRVIX (0.53) and SSGSX (0.52) 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 : -5.49 vs. SSGSX (-8.36). SSGSX return over 5 years is better than : 21.72 vs. HRVIX (8.12).
| 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 | -9.433 | -8.400 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 5.63B | 5% |
| Annual Yield % from dividends | 0.53 | 0.52 | 100% |
| Returns for 1 year | -5.49 | -8.36 | 66% |
| Returns for 3 years | -5.14 | -3.90 | 132% |
| Returns for 5 years | 8.12 | 21.72 | 37% |
| Returns for 10 years | 11.00 | 7.10 | 155% |
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