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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 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMVSX has more cash in the bank: 11.6B vs. SSGSX (4.33B). SSGSX pays higher dividends than SMVSX: SSGSX (0.52) vs SMVSX (0.45). SMVSX was incepted earlier than SSGSX: SMVSX (10 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 : 34.79 vs. SSGSX (18.75). SMVSX return over 5 years is better than : 77.92 vs. SSGSX (-0.19).
| SMVSX | SSGSX | SMVSX / SSGSX | |
| Total Expense Ratio | 0.72 | 1.23 | 59% |
| Annual Report Gross Expense Ratio | 0.72 | 1.23 | 59% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 27.602 | 19.825 | 139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 4.33B | 268% |
| Annual Yield % from dividends | 0.45 | 0.52 | 86% |
| Returns for 1 year | 34.79 | 18.75 | 186% |
| Returns for 3 years | 74.76 | 15.80 | 473% |
| Returns for 5 years | 77.92 | -0.19 | -42,073% |
| Returns for 10 years | N/A | 36.80 | - |