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NDVBX vs SSGSX
NDVBX vs SSGSX Comparison
Open Charts NDVBX vs SSGSX
MFS New Discovery Value B
Price$16.72
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.88B
Victory Sycamore Small Company Opp A
Price$47.38
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets5.64B
NDVBX vs SSGSX Comparison Chart in %
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NDVBX vs. SSGSX commentary
Sep 08, 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 NDVBX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.64B vs. NDVBX (2.88B). NDVBX pays higher dividends than SSGSX: NDVBX (0.53) vs SSGSX (0.47). NDVBX was incepted earlier than SSGSX: NDVBX (14 years) vs SSGSX (26 years). NDVBX (1.97) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. NDVBX (34.00). NDVBX has a lower initial minimum investment than SSGSX: NDVBX (1000) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -1.56 vs. NDVBX (-2.35). NDVBX return over 5 years is better than : 31.22 vs. SSGSX (22.95).
| NDVBX | SSGSX | NDVBX / SSGSX | |
| Total Expense Ratio | 1.96 | 1.26 | 156% |
| Annual Report Gross Expense Ratio | 1.97 | 1.26 | 156% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 0.060 | 2.046 | 3% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 5.64B | 51% |
| Annual Yield % from dividends | 0.53 | 0.47 | 111% |
| Returns for 1 year | -2.35 | -1.56 | 151% |
| Returns for 3 years | 7.36 | 3.97 | 185% |
| Returns for 5 years | 31.22 | 22.95 | 136% |
| Returns for 10 years | 37.79 | 24.71 | 153% |
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