Interact to see
Advertisement
Advertisement
AFDVX vs SSGSX
AFDVX vs SSGSX Comparison
Open Charts AFDVX vs SSGSX
AFDVX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFDVX vs. SSGSX commentary
Jun 24, 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 AFDVX is a Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.67B vs. AFDVX (1.02B). SSGSX pays higher dividends than AFDVX: SSGSX (0.54) vs AFDVX (0.43). AFDVX was incepted earlier than SSGSX: AFDVX (11 years) vs SSGSX (27 years). AFDVX (1.68) is less costly to investors than SSGSX (1.23). SSGSX is a more actively managed with annual turnover of: 50.00 vs. AFDVX (37.29). AFDVX has a lower initial minimum investment than SSGSX: AFDVX (1000) vs SSGSX (2500). SSGSX (24.64) and AFDVX (24.58) have marching annual gain over last year. AFDVX return over 5 years is better than : 52.20 vs. SSGSX (-2.55).
| AFDVX | SSGSX | AFDVX / SSGSX | |
| Total Expense Ratio | 1.08 | 1.23 | 88% |
| Annual Report Gross Expense Ratio | 1.68 | 1.23 | 137% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 14.106 | 18.013 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 4.67B | 22% |
| Annual Yield % from dividends | 0.43 | 0.54 | 79% |
| Returns for 1 year | 24.58 | 24.64 | 100% |
| Returns for 3 years | 54.74 | 17.79 | 308% |
| Returns for 5 years | 52.20 | -2.55 | -2,047% |
| Returns for 10 years | 216.22 | 48.33 | 447% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement