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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
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 SMVSX is a Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SMVSX has more cash in the bank: 11.3B vs. SSGSX (4.55B). SSGSX pays higher dividends than SMVSX: SSGSX (0.51) vs SMVSX (0.41). 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 : 36.44 vs. SSGSX (17.30). SMVSX return over 5 years is better than : 71.58 vs. SSGSX (-0.56).
| 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 | 27.918 | 18.572 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 4.55B | 248% |
| Annual Yield % from dividends | 0.41 | 0.51 | 80% |
| Returns for 1 year | 36.44 | 17.30 | 211% |
| Returns for 3 years | 77.38 | 11.95 | 648% |
| Returns for 5 years | 71.58 | -0.56 | -12,871% |
| Returns for 10 years | N/A | 41.05 | - |
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