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SSGSX vs UBVAX
SSGSX vs UBVAX Comparison
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SSGSX vs UBVAX Comparison Chart in %
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SSGSX vs. UBVAX commentary
Jun 24, 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 SSGSX is a Hold and UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVAX has more cash in the bank: 8.74B vs. SSGSX (4.67B). UBVAX pays higher dividends than SSGSX: UBVAX (1.42) vs SSGSX (0.54). SSGSX was incepted earlier than UBVAX: SSGSX (27 years) vs UBVAX (22 years). UBVAX (1.34) is less costly to investors than SSGSX (1.23). SSGSX is a more actively managed with annual turnover of: 50.00 vs. UBVAX (35.00). SSGSX initial investment is less costly to investors than UBVAX (5%) vs UBVAX (5%). UBVAX has a lower initial minimum investment than SSGSX: UBVAX (1000) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : 24.64 vs. UBVAX (8.18). UBVAX return over 5 years is better than : 8.72 vs. SSGSX (-2.55).
| SSGSX | UBVAX | SSGSX / UBVAX | |
| Total Expense Ratio | 1.23 | 1.24 | 99% |
| Annual Report Gross Expense Ratio | 1.23 | 1.34 | 92% |
| Fund Existence | 27 years | 22 years | - |
| Gain YTD | 18.013 | 8.565 | 210% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 8.74B | 53% |
| Annual Yield % from dividends | 0.54 | 1.42 | 38% |
| Returns for 1 year | 24.64 | 8.18 | 301% |
| Returns for 3 years | 17.79 | 20.58 | 86% |
| Returns for 5 years | -2.55 | 8.72 | -29% |
| Returns for 10 years | 48.33 | 60.36 | 80% |
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