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LSVQX vs SSGSX
LSVQX vs SSGSX Comparison
Open Charts LSVQX vs SSGSX
LSVQX vs SSGSX Comparison Chart in %
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LSVQX vs. SSGSX commentary
Jun 24, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.67B vs. LSVQX (677M). LSVQX pays higher dividends than SSGSX: LSVQX (1.66) vs SSGSX (0.54). 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). SSGSX annual gain was more profitable for investors over the last year : 24.64 vs. LSVQX (22.55). LSVQX return over 5 years is better than : 38.69 vs. SSGSX (-2.55).
| 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 | 15.122 | 18.013 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 4.67B | 14% |
| Annual Yield % from dividends | 1.66 | 0.54 | 307% |
| Returns for 1 year | 22.55 | 24.64 | 92% |
| Returns for 3 years | 39.99 | 17.79 | 225% |
| Returns for 5 years | 38.69 | -2.55 | -1,517% |
| Returns for 10 years | 102.41 | 48.33 | 212% |
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