Interact to see
Advertisement
Advertisement
SHEAX vs SSGSX
SHEAX vs SSGSX Comparison
Open Charts SHEAX vs SSGSX
SHEAX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.67B vs. SHEAX (20M). SSGSX pays higher dividends than SHEAX: SSGSX (0.54) vs SHEAX (0.00). SHEAX was incepted earlier than SSGSX: SHEAX (5 years) vs SSGSX (27 years). SHEAX (1.88) is less costly to investors than SSGSX (1.23). SHEAX is a more actively managed with annual turnover of: 67.00 vs. SSGSX (50.00). SHEAX (6%) and SSGSX (6%) have equivalent initial investment costs. SHEAX (2500) and SSGSX (2500) have matching initial minimum investment requirements. SSGSX annual gain was more profitable for investors over the last year : 24.64 vs. SHEAX (-6.13).
| SHEAX | SSGSX | SHEAX / SSGSX | |
| Total Expense Ratio | 1.26 | 1.23 | 102% |
| Annual Report Gross Expense Ratio | 1.88 | 1.23 | 153% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | -6.230 | 18.013 | -35% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20M | 4.67B | 0% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -6.13 | 24.64 | -25% |
| Returns for 3 years | -22.56 | 17.79 | -127% |
| Returns for 5 years | N/A | -2.55 | - |
| Returns for 10 years | N/A | 48.33 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement