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SSGSX vs UBVCX
SSGSX vs UBVCX Comparison
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SSGSX vs UBVCX Comparison Chart in %
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SSGSX vs. UBVCX 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 UBVCX is a Hold.
FUNDAMENTALS
Fundamentals
UBVCX has more cash in the bank: 9.02B vs. SSGSX (4.47B). UBVCX pays higher dividends than SSGSX: UBVCX (1.04) vs SSGSX (0.52). 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 : 20.93 vs. UBVCX (7.65). UBVCX return over 5 years is better than : 11.33 vs. SSGSX (-1.39).
| 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 | 19.199 | 13.640 | 141% |
| Front Load | 6% | N/A | - |
| 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 | 1.04 | 50% |
| Returns for 1 year | 20.93 | 7.65 | 274% |
| Returns for 3 years | 9.29 | 9.15 | 101% |
| Returns for 5 years | -1.39 | 11.33 | -12% |
| Returns for 10 years | 42.42 | 50.01 | 85% |
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