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SSGSX vs UBVAX
SSGSX vs UBVAX Comparison
Open Charts SSGSX vs UBVAX
SSGSX vs UBVAX Comparison Chart in %
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SSGSX vs. UBVAX commentary
Aug 03, 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 Buy and UBVAX is a Hold.
FUNDAMENTALS
Fundamentals
UBVAX has more cash in the bank: 9.02B vs. SSGSX (4.47B). UBVAX pays higher dividends than SSGSX: UBVAX (1.35) vs SSGSX (0.52). 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 : 20.93 vs. UBVAX (8.92). UBVAX return over 5 years is better than : 16.11 vs. SSGSX (-1.39).
| 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 | 19.199 | 13.956 | 138% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 9.02B | 50% |
| Annual Yield % from dividends | 0.52 | 1.35 | 38% |
| Returns for 1 year | 20.93 | 8.92 | 235% |
| Returns for 3 years | 9.29 | 12.45 | 75% |
| Returns for 5 years | -1.39 | 16.11 | -9% |
| Returns for 10 years | 42.42 | 62.06 | 68% |
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