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SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
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SSGSX vs UBVFX Comparison Chart in %
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SSGSX vs. UBVFX 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 UBVFX is a Hold.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 9.02B vs. SSGSX (4.47B). UBVFX pays higher dividends than SSGSX: UBVFX (1.67) vs SSGSX (0.52). SSGSX was incepted earlier than UBVFX: SSGSX (27 years) vs UBVFX (13 years). SSGSX (1.23) is less costly to investors than UBVFX (0.84). SSGSX is a more actively managed with annual turnover of: 50.00 vs. UBVFX (35.00). SSGSX has a lower initial minimum investment than UBVFX: SSGSX (2500) vs UBVFX (15000000). SSGSX annual gain was more profitable for investors over the last year : 20.93 vs. UBVFX (9.74). UBVFX return over 5 years is better than : 19.41 vs. SSGSX (-1.39).
| SSGSX | UBVFX | SSGSX / UBVFX | |
| Total Expense Ratio | 1.23 | 0.80 | 154% |
| Annual Report Gross Expense Ratio | 1.23 | 0.84 | 146% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 19.199 | 14.246 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 9.02B | 50% |
| Annual Yield % from dividends | 0.52 | 1.67 | 31% |
| Returns for 1 year | 20.93 | 9.74 | 215% |
| Returns for 3 years | 9.29 | 14.69 | 63% |
| Returns for 5 years | -1.39 | 19.41 | -7% |
| Returns for 10 years | 42.42 | 71.33 | 59% |
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