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OGGQX vs UGSFX
OGGQX vs UGSFX Comparison
Open Charts OGGQX vs UGSFX
OGGQX vs UGSFX Comparison Chart in %
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OGGQX vs. UGSFX commentary
Jun 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 OGGQX is a Hold and UGSFX is a Hold.
FUNDAMENTALS
Fundamentals
UGSFX has more cash in the bank: 24.3B vs. OGGQX (1.86B). UGSFX pays higher dividends than OGGQX: UGSFX (3.95) vs OGGQX (3.31). OGGQX was incepted earlier than UGSFX: OGGQX (10 years) vs UGSFX (25 years). UGSFX (0.68) is less costly to investors than OGGQX (0.64). UGSFX is a more actively managed with annual turnover of: 50.00 vs. OGGQX (17.00). OGGQX has a lower initial minimum investment than UGSFX: OGGQX (0) vs UGSFX (250). OGGQX annual gain was more profitable for investors over the last year : 3.88 vs. UGSFX (3.37). UGSFX return over 5 years is better than : -0.83 vs. OGGQX (-1.28).
| OGGQX | UGSFX | OGGQX / UGSFX | |
| Total Expense Ratio | 0.55 | 0.68 | 81% |
| Annual Report Gross Expense Ratio | 0.64 | 0.68 | 94% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 0.081 | -0.543 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 24.3B | 8% |
| Annual Yield % from dividends | 3.31 | 3.95 | 84% |
| Returns for 1 year | 3.88 | 3.37 | 115% |
| Returns for 3 years | 11.15 | 10.16 | 110% |
| Returns for 5 years | -1.28 | -0.83 | 154% |
| Returns for 10 years | N/A | 5.53 | - |
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