Interact to see
Advertisement
Advertisement
SSGSX vs UBVLX
SSGSX vs UBVLX Comparison
Open Charts SSGSX vs UBVLX
SSGSX vs UBVLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSGSX vs. UBVLX commentary
Jun 04, 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: 8.91B vs. SSGSX (4.55B). UBVLX pays higher dividends than SSGSX: UBVLX (1.67) vs SSGSX (0.54). SSGSX was incepted earlier than UBVLX: SSGSX (27 years) vs UBVLX (27 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 : 21.10 vs. UBVLX (7.98). UBVLX return over 5 years is better than : 4.94 vs. SSGSX (-8.87).
| 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 | 27 years | - |
| Gain YTD | 13.180 | 6.936 | 190% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 8.91B | 51% |
| Annual Yield % from dividends | 0.54 | 1.67 | 32% |
| Returns for 1 year | 21.10 | 7.98 | 264% |
| Returns for 3 years | 11.30 | 18.27 | 62% |
| Returns for 5 years | -8.87 | 4.94 | -180% |
| Returns for 10 years | 38.49 | 58.13 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement