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SSGSX vs UBVRX
SSGSX vs UBVRX Comparison
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SSGSX vs UBVRX Comparison Chart in %
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SSGSX vs. UBVRX commentary
Aug 23, 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 StrongBuy and UBVRX is a Buy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 9.03B vs. SSGSX (4.33B). UBVRX pays higher dividends than SSGSX: UBVRX (1.13) vs SSGSX (0.52). 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 : 18.75 vs. UBVRX (7.15). UBVRX return over 5 years is better than : 16.11 vs. SSGSX (-0.19).
| 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 | 19.825 | 15.303 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33B | 9.03B | 48% |
| Annual Yield % from dividends | 0.52 | 1.13 | 46% |
| Returns for 1 year | 18.75 | 7.15 | 262% |
| Returns for 3 years | 15.80 | 20.85 | 76% |
| Returns for 5 years | -0.19 | 16.11 | -1% |
| Returns for 10 years | 36.80 | 52.67 | 70% |