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NDVUX vs SSGSX
NDVUX vs SSGSX Comparison
Open Charts NDVUX vs SSGSX
MFS New Discovery Value R4
Price$18.40
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets2.87B
Victory Sycamore Small Company Opp A
Price$47.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.64B
NDVUX vs SSGSX Comparison Chart in %
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NDVUX vs. SSGSX commentary
Sep 09, 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.64B vs. NDVUX (2.87B). NDVUX pays higher dividends than SSGSX: NDVUX (1.48) vs SSGSX (0.47). NDVUX was incepted earlier than SSGSX: NDVUX (14 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than NDVUX (0.97). SSGSX is a more actively managed with annual turnover of: 37.00 vs. NDVUX (34.00). NDVUX has a lower initial minimum investment than SSGSX: NDVUX (0) vs SSGSX (2500). NDVUX annual gain was more profitable for investors over the last year : 0.70 vs. SSGSX (-0.11). NDVUX return over 5 years is better than : 44.24 vs. SSGSX (25.10).
| NDVUX | SSGSX | NDVUX / SSGSX | |
| Total Expense Ratio | 0.96 | 1.26 | 76% |
| Annual Report Gross Expense Ratio | 0.97 | 1.26 | 77% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 0.955 | 2.046 | 47% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 5.64B | 51% |
| Annual Yield % from dividends | 1.48 | 0.47 | 313% |
| Returns for 1 year | 0.70 | -0.11 | -611% |
| Returns for 3 years | 7.19 | 0.11 | 6,635% |
| Returns for 5 years | 44.24 | 25.10 | 176% |
| Returns for 10 years | 58.91 | 25.48 | 231% |
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