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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
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 UBVCX is a Buy.
FUNDAMENTALS
Fundamentals
UBVCX has more cash in the bank: 9.04B vs. SSGSX (4.55B). UBVCX pays higher dividends than SSGSX: UBVCX (1.06) vs SSGSX (0.51). SSGSX was incepted earlier than UBVCX: SSGSX (27 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: 50.00 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 : 17.30 vs. UBVCX (3.79). UBVCX return over 5 years is better than : 10.99 vs. SSGSX (-0.56).
| SSGSX | UBVCX | SSGSX / UBVCX | |
| Total Expense Ratio | 1.23 | 1.74 | 71% |
| Annual Report Gross Expense Ratio | 1.23 | 1.84 | 67% |
| Fund Existence | 27 years | 22 years | - |
| Gain YTD | 18.572 | 12.782 | 145% |
| Front Load | 6% | N/A | - |
| 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 | 1.06 | 48% |
| Returns for 1 year | 17.30 | 3.79 | 457% |
| Returns for 3 years | 11.95 | 14.78 | 81% |
| Returns for 5 years | -0.56 | 10.99 | -5% |
| Returns for 10 years | 41.05 | 47.09 | 87% |
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