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SMVSX vs SSGSX
SMVSX vs SSGSX Comparison
Open Charts SMVSX vs SSGSX
SMVSX vs SSGSX Comparison Chart in %
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SMVSX vs. SSGSX commentary
Aug 03, 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 SMVSX is a Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SMVSX has more cash in the bank: 11.1B vs. SSGSX (4.47B). SSGSX pays higher dividends than SMVSX: SSGSX (0.52) vs SMVSX (0.45). SMVSX was incepted earlier than SSGSX: SMVSX (9 years) vs SSGSX (27 years). SSGSX (1.23) is less costly to investors than SMVSX (0.72). SMVSX is a more actively managed with annual turnover of: 79.00 vs. SSGSX (50.00). SSGSX has a lower initial minimum investment than SMVSX: SSGSX (2500) vs SMVSX (1000000). SMVSX annual gain was more profitable for investors over the last year : 31.62 vs. SSGSX (20.93). SMVSX return over 5 years is better than : 65.74 vs. SSGSX (-1.39).
| SMVSX | SSGSX | SMVSX / SSGSX | |
| Total Expense Ratio | 0.72 | 1.23 | 59% |
| Annual Report Gross Expense Ratio | 0.72 | 1.23 | 59% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 23.172 | 19.199 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 4.47B | 248% |
| Annual Yield % from dividends | 0.45 | 0.52 | 86% |
| Returns for 1 year | 31.62 | 20.93 | 151% |
| Returns for 3 years | 63.22 | 9.29 | 681% |
| Returns for 5 years | 65.74 | -1.39 | -4,722% |
| Returns for 10 years | N/A | 42.42 | - |
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