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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 22, 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: 4.05B vs. LMVYX (94.1M). SSGSX pays higher dividends than LMVYX: SSGSX (0.52) vs LMVYX (0.11). LMVYX was incepted earlier than SSGSX: LMVYX (27 years) vs SSGSX (28 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 (54.00). 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 : 8.54 vs. LMVYX (7.79). LMVYX return over 5 years is better than : 4.07 vs. SSGSX (-3.15).
| 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 | 28 years | - |
| Gain YTD | 11.705 | 13.627 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.1M | 4.05B | 2% |
| Annual Yield % from dividends | 0.11 | 0.52 | 21% |
| Returns for 1 year | 7.79 | 8.54 | 91% |
| Returns for 3 years | 24.29 | 13.39 | 181% |
| Returns for 5 years | 4.07 | -3.15 | -129% |
| Returns for 10 years | -11.47 | 30.34 | -38% |
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