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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.1B vs. LSVQX (702M). LSVQX pays higher dividends than SSGSX: LSVQX (1.56) vs SSGSX (0.52). LSVQX was incepted earlier than SSGSX: LSVQX (14 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 : 12.82 vs. SSGSX (8.91). LSVQX return over 5 years is better than : 48.18 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 | 14 years | 27 years | - |
| Gain YTD | 19.837 | 15.641 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 702M | 4.1B | 17% |
| Annual Yield % from dividends | 1.56 | 0.52 | 299% |
| Returns for 1 year | 12.82 | 8.91 | 144% |
| Returns for 3 years | 38.13 | 12.96 | 294% |
| Returns for 5 years | 48.18 | -2.55 | -1,891% |
| Returns for 10 years | 95.66 | 35.89 | 267% |
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