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HWVAX vs SSGSX
HWVAX vs SSGSX Comparison
Open Charts HWVAX vs SSGSX
HWVAX vs SSGSX Comparison Chart in %
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HWVAX vs. SSGSX commentary
Sep 19, 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 HWVAX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.05B vs. HWVAX (875M). HWVAX pays higher dividends than SSGSX: HWVAX (0.59) vs SSGSX (0.52). HWVAX was incepted earlier than SSGSX: HWVAX (12 years) vs SSGSX (28 years). SSGSX (1.23) is less costly to investors than HWVAX (1.11). HWVAX is a more actively managed with annual turnover of: 60.00 vs. SSGSX (54.00). SSGSX initial investment is less costly to investors than HWVAX (5%) vs HWVAX (5%). HWVAX (2500) and SSGSX (2500) have matching initial minimum investment requirements. HWVAX annual gain was more profitable for investors over the last year : 18.95 vs. SSGSX (7.63). HWVAX return over 5 years is better than : 16.04 vs. SSGSX (-3.07).
| HWVAX | SSGSX | HWVAX / SSGSX | |
| Total Expense Ratio | 1.06 | 1.23 | 86% |
| Annual Report Gross Expense Ratio | 1.11 | 1.23 | 90% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 20.369 | 14.209 | 143% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 875M | 4.05B | 22% |
| Annual Yield % from dividends | 0.59 | 0.52 | 114% |
| Returns for 1 year | 18.95 | 7.63 | 248% |
| Returns for 3 years | 28.08 | 11.54 | 243% |
| Returns for 5 years | 16.04 | -3.07 | -522% |
| Returns for 10 years | 62.50 | 33.46 | 187% |
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