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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
Jul 26, 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: 9.14B vs. SSGSX (4.51B). UBVLX pays higher dividends than SSGSX: UBVLX (1.61) vs SSGSX (0.51). 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 : 19.33 vs. UBVLX (8.10). UBVLX return over 5 years is better than : 22.89 vs. SSGSX (1.07).
| 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 | 19.535 | 15.302 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.51B | 9.14B | 49% |
| Annual Yield % from dividends | 0.51 | 1.61 | 32% |
| Returns for 1 year | 19.33 | 8.10 | 239% |
| Returns for 3 years | 9.95 | 16.70 | 60% |
| Returns for 5 years | 1.07 | 22.89 | 5% |
| Returns for 10 years | 41.58 | 68.20 | 61% |
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