Interact to see
Advertisement
Advertisement
LSVQX vs SSGSX
LSVQX vs SSGSX Comparison
Open Charts LSVQX vs SSGSX
LSVQX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVQX vs. SSGSX commentary
Jul 14, 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 LSVQX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.55B vs. LSVQX (699M). LSVQX pays higher dividends than SSGSX: LSVQX (1.59) vs SSGSX (0.51). LSVQX was incepted earlier than SSGSX: LSVQX (13 years) vs SSGSX (27 years). SSGSX (1.23) is less costly to investors than LSVQX (0.83). SSGSX is a more actively managed with annual turnover of: 50.00 vs. LSVQX (33.00). SSGSX has a lower initial minimum investment than LSVQX: SSGSX (2500) vs LSVQX (100000). LSVQX annual gain was more profitable for investors over the last year : 18.94 vs. SSGSX (17.30). LSVQX return over 5 years is better than : 47.58 vs. SSGSX (-0.56).
| LSVQX | SSGSX | LSVQX / SSGSX | |
| Total Expense Ratio | 0.83 | 1.23 | 67% |
| Annual Report Gross Expense Ratio | 0.83 | 1.23 | 67% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 19.133 | 18.572 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 4.55B | 15% |
| Annual Yield % from dividends | 1.59 | 0.51 | 311% |
| Returns for 1 year | 18.94 | 17.30 | 110% |
| Returns for 3 years | 35.39 | 11.95 | 296% |
| Returns for 5 years | 47.58 | -0.56 | -8,556% |
| Returns for 10 years | 95.83 | 41.05 | 233% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement