Interact to see
Advertisement
Advertisement
NDVUX vs SSGSX
NDVUX vs SSGSX Comparison
Open Charts NDVUX vs SSGSX
MFS New Discovery Value R4
Price$17.96
Change+$0.30 (+1.70%)
VolumeN/A
Net Assets2.7B
Victory Sycamore Small Company Opp A
Price$46.61
Change+$0.66 (+1.44%)
VolumeN/A
Net Assets5.32B
NDVUX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NDVUX vs. SSGSX commentary
Oct 21, 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 Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.32B vs. NDVUX (2.7B). NDVUX pays higher dividends than SSGSX: NDVUX (1.50) vs SSGSX (0.48). NDVUX was incepted earlier than SSGSX: NDVUX (14 years) vs SSGSX (27 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). SSGSX annual gain was more profitable for investors over the last year : -8.48 vs. NDVUX (-9.32). NDVUX return over 5 years is better than : 34.94 vs. SSGSX (18.06).
| 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 | 27 years | - |
| Gain YTD | -3.105 | -1.034 | 300% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 5.32B | 51% |
| Annual Yield % from dividends | 1.50 | 0.48 | 316% |
| Returns for 1 year | -9.32 | -8.48 | 110% |
| Returns for 3 years | 9.69 | 1.10 | 882% |
| Returns for 5 years | 34.94 | 18.06 | 193% |
| Returns for 10 years | 49.90 | 18.76 | 266% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MVTRX | 11.48 | 0.08 | +0.70% |
| Transamerica Mid Cap Value Opps R6 | |||
| JHQRX | 34.57 | 0.14 | +0.41% |
| JPMorgan Hedged Equity R6 | |||
| FEGKX | 16.39 | 0.02 | +0.12% |
| Fidelity Equity Growth K6 | |||
| IRGJX | 46.66 | -0.05 | -0.11% |
| Voya Russell Mid Cap Growth Idx Port I | |||
| JIJCX | 15.01 | -0.04 | -0.27% |
| JHancock International Dynamic Gr C | |||