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SSGSX vs UBVCX
SSGSX vs UBVCX Comparison
Open Charts SSGSX vs UBVCX
SSGSX vs UBVCX Comparison Chart in %
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SSGSX vs. UBVCX commentary
Sep 18, 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 UBVCX is a Hold.
FUNDAMENTALS
Fundamentals
UBVCX has more cash in the bank: 8.47B vs. SSGSX (4.05B). UBVCX pays higher dividends than SSGSX: UBVCX (1.04) vs SSGSX (0.52). SSGSX was incepted earlier than UBVCX: SSGSX (28 years) vs UBVCX (22 years). UBVCX (1.84) is less costly to investors than SSGSX (1.23). SSGSX is a more actively managed with annual turnover of: 54.00 vs. UBVCX (35.00). UBVCX has a lower initial minimum investment than SSGSX: UBVCX (1000) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : 9.29 vs. UBVCX (-0.75). UBVCX return over 5 years is better than : 8.32 vs. SSGSX (-3.21).
| SSGSX | UBVCX | SSGSX / UBVCX | |
| Total Expense Ratio | 1.23 | 1.74 | 71% |
| Annual Report Gross Expense Ratio | 1.23 | 1.84 | 67% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 14.052 | 9.277 | 151% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.05B | 8.47B | 48% |
| Annual Yield % from dividends | 0.52 | 1.04 | 50% |
| Returns for 1 year | 9.29 | -0.75 | -1,239% |
| Returns for 3 years | 11.05 | 12.71 | 87% |
| Returns for 5 years | -3.21 | 8.32 | -39% |
| Returns for 10 years | 32.70 | 41.11 | 80% |
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