Interact to see
Advertisement
Advertisement
LMVYX vs SSGSX
LMVYX vs SSGSX Comparison
Open Charts LMVYX vs SSGSX
LMVYX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMVYX vs. SSGSX commentary
Jun 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 LMVYX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.55B vs. LMVYX (94.7M). SSGSX pays higher dividends than LMVYX: SSGSX (0.54) vs LMVYX (0.11). LMVYX was incepted earlier than SSGSX: LMVYX (27 years) vs SSGSX (27 years). SSGSX (1.23) is less costly to investors than LMVYX (1.10). LMVYX is a more actively managed with annual turnover of: 77.00 vs. SSGSX (50.00). SSGSX has a lower initial minimum investment than LMVYX: SSGSX (2500) vs LMVYX (1000000). LMVYX (21.60) and SSGSX (21.10) have marching annual gain over last year. LMVYX return over 5 years is better than : -6.88 vs. SSGSX (-8.87).
| LMVYX | SSGSX | LMVYX / SSGSX | |
| Total Expense Ratio | 1.03 | 1.23 | 84% |
| Annual Report Gross Expense Ratio | 1.10 | 1.23 | 89% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 11.670 | 13.180 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7M | 4.55B | 2% |
| Annual Yield % from dividends | 0.11 | 0.54 | 21% |
| Returns for 1 year | 21.60 | 21.10 | 102% |
| Returns for 3 years | 23.96 | 11.30 | 212% |
| Returns for 5 years | -6.88 | -8.87 | 78% |
| Returns for 10 years | -4.06 | 38.49 | -11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers