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SSGSX vs UBVLX
SSGSX vs UBVLX Comparison
Open Charts SSGSX vs UBVLX
SSGSX vs UBVLX Comparison Chart in %
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SSGSX vs. UBVLX commentary
Aug 30, 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 UBVLX is a Hold.
FUNDAMENTALS
Fundamentals
UBVLX has more cash in the bank: 8.92B vs. SSGSX (4.27B). UBVLX pays higher dividends than SSGSX: UBVLX (1.58) vs SSGSX (0.52). SSGSX was incepted earlier than UBVLX: SSGSX (27 years) vs UBVLX (28 years). SSGSX (1.23) is less costly to investors than UBVLX (0.94). SSGSX is a more actively managed with annual turnover of: 50.00 vs. UBVLX (35.00). SSGSX has a lower initial minimum investment than UBVLX: SSGSX (2500) vs UBVLX (3000000). SSGSX annual gain was more profitable for investors over the last year : 13.32 vs. UBVLX (3.95). UBVLX return over 5 years is better than : 14.21 vs. SSGSX (-4.04).
| SSGSX | UBVLX | SSGSX / UBVLX | |
| Total Expense Ratio | 1.23 | 0.90 | 137% |
| Annual Report Gross Expense Ratio | 1.23 | 0.94 | 131% |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | 18.886 | 14.817 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 8.92B | 48% |
| Annual Yield % from dividends | 0.52 | 1.58 | 33% |
| Returns for 1 year | 13.32 | 3.95 | 337% |
| Returns for 3 years | 12.24 | 19.69 | 62% |
| Returns for 5 years | -4.04 | 14.21 | -28% |
| Returns for 10 years | 35.20 | 63.04 | 56% |
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