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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
Jun 24, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVCX has more cash in the bank: 8.74B vs. SSGSX (4.67B). UBVCX pays higher dividends than SSGSX: UBVCX (1.10) vs SSGSX (0.54). 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 : 24.64 vs. UBVCX (6.90). UBVCX return over 5 years is better than : 4.24 vs. SSGSX (-2.55).
| 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 | 18.013 | 8.318 | 217% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 8.74B | 53% |
| Annual Yield % from dividends | 0.54 | 1.10 | 49% |
| Returns for 1 year | 24.64 | 6.90 | 357% |
| Returns for 3 years | 17.79 | 17.05 | 104% |
| Returns for 5 years | -2.55 | 4.24 | -60% |
| Returns for 10 years | 48.33 | 48.44 | 100% |
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