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SSGSX vs UBVRX
SSGSX vs UBVRX Comparison
Open Charts SSGSX vs UBVRX
SSGSX vs UBVRX Comparison Chart in %
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SSGSX vs. UBVRX commentary
Jun 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 Hold and UBVRX is a Hold.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 8.91B vs. SSGSX (4.55B). UBVRX pays higher dividends than SSGSX: UBVRX (1.20) vs SSGSX (0.54). SSGSX was incepted earlier than UBVRX: SSGSX (27 years) vs UBVRX (13 years). UBVRX (1.62) is less costly to investors than SSGSX (1.23). SSGSX is a more actively managed with annual turnover of: 50.00 vs. UBVRX (35.00). UBVRX has a lower initial minimum investment than SSGSX: UBVRX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : 21.10 vs. UBVRX (6.83). UBVRX return over 5 years is better than : 0.82 vs. SSGSX (-8.87).
| SSGSX | UBVRX | SSGSX / UBVRX | |
| Total Expense Ratio | 1.23 | 1.55 | 79% |
| Annual Report Gross Expense Ratio | 1.23 | 1.62 | 76% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 13.180 | 6.645 | 198% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 8.91B | 51% |
| Annual Yield % from dividends | 0.54 | 1.20 | 45% |
| Returns for 1 year | 21.10 | 6.83 | 309% |
| Returns for 3 years | 11.30 | 14.97 | 76% |
| Returns for 5 years | -8.87 | 0.82 | -1,077% |
| Returns for 10 years | 38.49 | 46.56 | 83% |
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