ESPAX
Price
$39.42
Change
-$0.14 (-0.35%)
Updated
Sep 11 closing price
Net Assets
2.27B
SSGSX
Price
$51.83
Change
+$0.15 (+0.29%)
Updated
Sep 11 closing price
Net Assets
4.1B
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ESPAX vs SSGSX

ESPAX vs SSGSX Comparison Chart in %
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ESPAX vs. SSGSX commentary
Sep 14, 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 ESPAX is a Hold and SSGSX is a Hold.

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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.1B vs. ESPAX (2.27B). ESPAX pays higher dividends than SSGSX: ESPAX (0.63) vs SSGSX (0.52). ESPAX was incepted earlier than SSGSX: ESPAX (33 years) vs SSGSX (27 years). ESPAX (1.26) and SSGSX (1.23) have similar cost to investors . SSGSX is a more actively managed with annual turnover of: 50.00 vs. ESPAX (28.00). ESPAX (6%) and SSGSX (6%) have equivalent initial investment costs. ESPAX has a lower initial minimum investment than SSGSX: ESPAX (1000) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : 9.23 vs. ESPAX (2.47). SSGSX return over 5 years is better than : -2.27 vs. ESPAX (-4.69).
ESPAXSSGSXESPAX / SSGSX
Total Expense Ratio1.261.23102%
Annual Report Gross Expense Ratio1.261.23102%
Fund Existence33 years27 years-
Gain YTD12.82215.97780%
Front Load6%6%100%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets2.27B4.1B55%
Annual Yield % from dividends0.630.52121%
Returns for 1 year2.479.2327%
Returns for 3 years8.7913.2966%
Returns for 5 years-4.69-2.27207%
Returns for 10 years38.3936.28106%
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