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SMVIX vs SSGSX
SMVIX vs SSGSX Comparison
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SMVIX vs SSGSX Comparison Chart in %
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SMVIX 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 SMVIX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.1B vs. SMVIX (312M). SSGSX pays higher dividends than SMVIX: SSGSX (0.52) vs SMVIX (0.46). SMVIX was incepted earlier than SSGSX: SMVIX (25 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 : 12.33 vs. SSGSX (8.91). SMVIX return over 5 years is better than : 5.60 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 | 25 years | 27 years | - |
| Gain YTD | 18.610 | 15.641 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 4.1B | 8% |
| Annual Yield % from dividends | 0.46 | 0.52 | 88% |
| Returns for 1 year | 12.33 | 8.91 | 138% |
| Returns for 3 years | 22.93 | 12.96 | 177% |
| Returns for 5 years | 5.60 | -2.55 | -220% |
| Returns for 10 years | 30.75 | 35.89 | 86% |
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