Interact to see
Advertisement
Advertisement
HRTVX vs SSGSX
HRTVX vs SSGSX Comparison
Open Charts HRTVX vs SSGSX
HRTVX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HRTVX vs. SSGSX commentary
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.47B vs. HRTVX (1.17B). 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 : 28.88 vs. SSGSX (20.93). HRTVX return over 5 years is better than : 28.76 vs. SSGSX (-1.39).
| 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 | 24.251 | 19.199 | 126% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 4.47B | 26% |
| Annual Yield % from dividends | 0.46 | 0.52 | 90% |
| Returns for 1 year | 28.88 | 20.93 | 138% |
| Returns for 3 years | 42.78 | 9.29 | 461% |
| Returns for 5 years | 28.76 | -1.39 | -2,066% |
| Returns for 10 years | 75.26 | 42.42 | 177% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ICTEX | 20.04 | 0.28 | +1.42% |
| ICON Health and Information Tech Instl | |||
| KLCCX | 8.10 | 0.10 | +1.25% |
| Federated Hermes Kaufmann Large Cap C | |||
| MPGVX | 17.76 | 0.07 | +0.40% |
| Mondrian Global Equity Value | |||
| JVMRX | 31.40 | 0.02 | +0.06% |
| JHancock Disciplined Value Mid Cap R6 | |||
| CMIEX | 15.43 | -0.13 | -0.84% |
| Multi-Manager Intl Eq Strats Instl | |||