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NDVUX vs SSGSX
NDVUX vs SSGSX Comparison
Open Charts NDVUX vs SSGSX
MFS New Discovery Value R4
Price$17.19
Change-$0.16 (-0.92%)
VolumeN/A
Net Assets2.69B
Victory Sycamore Small Company Opp A
Price$46.06
Change-$2.54 (-5.23%)
VolumeN/A
Net Assets5.29B
NDVUX vs SSGSX Comparison Chart in %
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NDVUX vs. SSGSX commentary
Dec 13, 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 NDVUX is a StrongBuy and SSGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.29B vs. NDVUX (2.69B). NDVUX pays higher dividends than SSGSX: NDVUX (1.50) vs SSGSX (0.48). NDVUX was incepted earlier than SSGSX: NDVUX (15 years) vs SSGSX (27 years). SSGSX (1.23) is less costly to investors than NDVUX (0.97). SSGSX is a more actively managed with annual turnover of: 50.00 vs. NDVUX (34.00). NDVUX has a lower initial minimum investment than SSGSX: NDVUX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -8.83 vs. NDVUX (-10.17). NDVUX return over 5 years is better than : 10.78 vs. SSGSX (6.40).
| NDVUX | SSGSX | NDVUX / SSGSX | |
| Total Expense Ratio | 0.96 | 1.23 | 78% |
| Annual Report Gross Expense Ratio | 0.97 | 1.23 | 79% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -4.806 | 4.674 | -103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 5.29B | 51% |
| Annual Yield % from dividends | 1.50 | 0.48 | 315% |
| Returns for 1 year | -10.17 | -8.83 | 115% |
| Returns for 3 years | 3.81 | -1.03 | -369% |
| Returns for 5 years | 10.78 | 6.40 | 168% |
| Returns for 10 years | 55.02 | 29.48 | 187% |
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