HRVIX
Price
$34.68
Change
+$0.15 (+0.43%)
Updated
Jul 3 closing price
Net Assets
277.36M
SSGSX
Price
$45.47
Change
+$0.28 (+0.62%)
Updated
Jul 3 closing price
Net Assets
5.82B
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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$34.68
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.

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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).
HRVIXSSGSXHRVIX / SSGSX
Total Expense Ratio1.211.2696%
Annual Report Gross Expense Ratio1.211.2696%
Fund Existence32 years26 years-
Gain YTD-3.210-2.068155%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets277M5.82B5%
Annual Yield % from dividends0.510.51100%
Returns for 1 year1.44-1.26-114%
Returns for 3 years-0.362.38-15%
Returns for 5 years15.3629.3352%
Returns for 10 years23.3016.52141%
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