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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
Sep 19, 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: 8.47B vs. SSGSX (4.05B). UBVLX pays higher dividends than SSGSX: UBVLX (1.59) vs SSGSX (0.52). SSGSX was incepted earlier than UBVLX: SSGSX (28 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: 54.00 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 : 7.63 vs. UBVLX (-0.19). UBVLX return over 5 years is better than : 15.64 vs. SSGSX (-3.07).
| SSGSX | UBVLX | SSGSX / UBVLX | |
| Total Expense Ratio | 1.23 | 0.90 | 137% |
| Annual Report Gross Expense Ratio | 1.23 | 0.94 | 131% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 14.209 | 9.925 | 143% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.05B | 8.47B | 48% |
| Annual Yield % from dividends | 0.52 | 1.59 | 33% |
| Returns for 1 year | 7.63 | -0.19 | -3,953% |
| Returns for 3 years | 11.54 | 18.41 | 63% |
| Returns for 5 years | -3.07 | 15.64 | -20% |
| Returns for 10 years | 33.46 | 60.33 | 55% |
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