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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
Jul 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 HRTVX is a Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.55B vs. HRTVX (1.16B). SSGSX pays higher dividends than HRTVX: SSGSX (0.51) 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 : 26.55 vs. SSGSX (17.30). HRTVX return over 5 years is better than : 29.62 vs. SSGSX (-0.56).
| 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 | 24.212 | 18.572 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 4.55B | 25% |
| Annual Yield % from dividends | 0.46 | 0.51 | 90% |
| Returns for 1 year | 26.55 | 17.30 | 153% |
| Returns for 3 years | 47.85 | 11.95 | 401% |
| Returns for 5 years | 29.62 | -0.56 | -5,327% |
| Returns for 10 years | 75.96 | 41.05 | 185% |
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