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HRTVX vs SSGSX
HRTVX vs SSGSX Comparison
Open Charts HRTVX vs SSGSX
HRTVX vs SSGSX Comparison Chart in %
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HRTVX vs. SSGSX commentary
Sep 13, 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 HRTVX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.1B vs. HRTVX (1.16B). SSGSX pays higher dividends than HRTVX: SSGSX (0.52) vs HRTVX (0.46). HRTVX was incepted earlier than SSGSX: HRTVX (42 years) vs SSGSX (27 years). SSGSX (1.23) is less costly to investors than HRTVX (1.09). SSGSX is a more actively managed with annual turnover of: 50.00 vs. HRTVX (44.00). HRTVX has a lower initial minimum investment than SSGSX: HRTVX (1000) vs SSGSX (2500). HRTVX annual gain was more profitable for investors over the last year : 14.91 vs. SSGSX (8.91). HRTVX return over 5 years is better than : 29.47 vs. SSGSX (-2.55).
| HRTVX | SSGSX | HRTVX / SSGSX | |
| Total Expense Ratio | 1.09 | 1.23 | 89% |
| Annual Report Gross Expense Ratio | 1.09 | 1.23 | 89% |
| Fund Existence | 42 years | 27 years | - |
| Gain YTD | 22.419 | 15.641 | 143% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 4.1B | 28% |
| Annual Yield % from dividends | 0.46 | 0.52 | 89% |
| Returns for 1 year | 14.91 | 8.91 | 167% |
| Returns for 3 years | 45.05 | 12.96 | 348% |
| Returns for 5 years | 29.47 | -2.55 | -1,156% |
| Returns for 10 years | 70.25 | 35.89 | 196% |
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