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NDVUX vs SSGSX
NDVUX vs SSGSX Comparison
Open Charts NDVUX vs SSGSX
MFS New Discovery Value R4
Price$17.79
Change+$0.13 (+0.74%)
VolumeN/A
Net Assets2.75B
Victory Sycamore Small Company Opp A
Price$47.05
Change+$0.29 (+0.62%)
VolumeN/A
Net Assets5.04B
NDVUX vs SSGSX Comparison Chart in %
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NDVUX vs. SSGSX commentary
Jan 15, 2026
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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.04B vs. NDVUX (2.75B). NDVUX pays higher dividends than SSGSX: NDVUX (1.28) vs SSGSX (0.61). 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 : 1.49 vs. NDVUX (-1.34). NDVUX return over 5 years is better than : 6.69 vs. SSGSX (-3.16).
| 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 | 5.579 | 5.281 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 5.04B | 55% |
| Annual Yield % from dividends | 1.28 | 0.61 | 209% |
| Returns for 1 year | -1.34 | 1.49 | -90% |
| Returns for 3 years | 2.53 | -1.36 | -186% |
| Returns for 5 years | 6.69 | -3.16 | -211% |
| Returns for 10 years | 78.21 | 50.55 | 155% |
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