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SMVIX vs SSGSX
SMVIX vs SSGSX Comparison
Open Charts SMVIX vs SSGSX
SMVIX vs SSGSX Comparison Chart in %
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SMVIX 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 SMVIX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.67B vs. SMVIX (321M). SMVIX pays higher dividends than SSGSX: SMVIX (0.63) vs SSGSX (0.54). SMVIX was incepted earlier than SSGSX: SMVIX (24 years) vs SSGSX (27 years). SMVIX (1.49) is less costly to investors than SSGSX (1.23). SSGSX (50.00) and SMVIX (48.00) have comparable annual turnover. SSGSX has a lower initial minimum investment than SMVIX: SSGSX (2500) vs SMVIX (100000). SMVIX annual gain was more profitable for investors over the last year : 27.15 vs. SSGSX (24.64). SMVIX return over 5 years is better than : 0.68 vs. SSGSX (-2.55).
| SMVIX | SSGSX | SMVIX / SSGSX | |
| Total Expense Ratio | 1.31 | 1.23 | 107% |
| Annual Report Gross Expense Ratio | 1.49 | 1.23 | 121% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 16.170 | 18.013 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 4.67B | 7% |
| Annual Yield % from dividends | 0.63 | 0.54 | 116% |
| Returns for 1 year | 27.15 | 24.64 | 110% |
| Returns for 3 years | 25.14 | 17.79 | 141% |
| Returns for 5 years | 0.68 | -2.55 | -27% |
| Returns for 10 years | 33.64 | 48.33 | 70% |
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