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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
Jun 04, 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 Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SMVSX has more cash in the bank: 11.6B vs. SSGSX (4.6B). SSGSX pays higher dividends than SMVSX: SSGSX (0.54) vs SMVSX (0.43). 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 (52.00) and SSGSX (50.00) have comparable annual turnover. 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 : 48.11 vs. SSGSX (20.63). SMVSX return over 5 years is better than : 58.64 vs. SSGSX (-8.04).
| 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 | 27.004 | 14.455 | 187% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 4.6B | 252% |
| Annual Yield % from dividends | 0.43 | 0.54 | 80% |
| Returns for 1 year | 48.11 | 20.63 | 233% |
| Returns for 3 years | 90.60 | 12.56 | 722% |
| Returns for 5 years | 58.64 | -8.04 | -729% |
| Returns for 10 years | N/A | 40.05 | - |
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