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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
Jul 14, 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.55B vs. SMVIX (320M). SMVIX pays higher dividends than SSGSX: SMVIX (0.60) vs SSGSX (0.51). 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 : 21.05 vs. SSGSX (17.30). SMVIX return over 5 years is better than : 5.40 vs. SSGSX (-0.56).
| 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 | 18.080 | 18.572 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 4.55B | 7% |
| Annual Yield % from dividends | 0.60 | 0.51 | 117% |
| Returns for 1 year | 21.05 | 17.30 | 122% |
| Returns for 3 years | 18.93 | 11.95 | 158% |
| Returns for 5 years | 5.40 | -0.56 | -972% |
| Returns for 10 years | 28.36 | 41.05 | 69% |
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