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LMVYX vs SSGSX
LMVYX vs SSGSX Comparison
Open Charts LMVYX vs SSGSX
LMVYX vs SSGSX Comparison Chart in %
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LMVYX vs. SSGSX commentary
Sep 02, 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: 4.22B vs. LMVYX (98.5M). SSGSX pays higher dividends than LMVYX: SSGSX (0.52) 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). SSGSX annual gain was more profitable for investors over the last year : 13.78 vs. LMVYX (12.63). LMVYX return over 5 years is better than : 4.35 vs. SSGSX (-2.94).
| 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 | 17.118 | 18.886 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.5M | 4.22B | 2% |
| Annual Yield % from dividends | 0.11 | 0.52 | 21% |
| Returns for 1 year | 12.63 | 13.78 | 92% |
| Returns for 3 years | 21.64 | 10.88 | 199% |
| Returns for 5 years | 4.35 | -2.94 | -148% |
| Returns for 10 years | -7.20 | 34.37 | -21% |
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