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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
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 HRTVX is a Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.67B vs. HRTVX (1.13B). SSGSX pays higher dividends than HRTVX: SSGSX (0.54) vs HRTVX (0.48). 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 : 30.86 vs. SSGSX (24.64). HRTVX return over 5 years is better than : 24.55 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 | 21.671 | 18.013 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 4.67B | 24% |
| Annual Yield % from dividends | 0.48 | 0.54 | 89% |
| Returns for 1 year | 30.86 | 24.64 | 125% |
| Returns for 3 years | 51.47 | 17.79 | 289% |
| Returns for 5 years | 24.55 | -2.55 | -963% |
| Returns for 10 years | 82.13 | 48.33 | 170% |
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