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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
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.33B vs. HRTVX (1.2B). 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 : 26.36 vs. SSGSX (18.75). HRTVX return over 5 years is better than : 35.84 vs. SSGSX (-0.19).
| 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 | 26.852 | 19.825 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 4.33B | 28% |
| Annual Yield % from dividends | 0.46 | 0.52 | 90% |
| Returns for 1 year | 26.36 | 18.75 | 141% |
| Returns for 3 years | 50.65 | 15.80 | 320% |
| Returns for 5 years | 35.84 | -0.19 | -19,348% |
| Returns for 10 years | 73.79 | 36.80 | 200% |