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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
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 SSGSX is a Buy and UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVAX has more cash in the bank: 9.04B vs. SSGSX (4.55B). UBVAX pays higher dividends than SSGSX: UBVAX (1.37) vs SSGSX (0.51). 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 : 17.30 vs. UBVAX (5.02). UBVAX return over 5 years is better than : 15.76 vs. SSGSX (-0.56).
| 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 | 18.572 | 13.066 | 142% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 9.04B | 50% |
| Annual Yield % from dividends | 0.51 | 1.37 | 37% |
| Returns for 1 year | 17.30 | 5.02 | 344% |
| Returns for 3 years | 11.95 | 18.24 | 66% |
| Returns for 5 years | -0.56 | 15.76 | -4% |
| Returns for 10 years | 41.05 | 58.86 | 70% |
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