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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
Aug 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 Buy and UBVRX is a Hold.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 9.02B vs. SSGSX (4.47B). 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 : 20.93 vs. UBVRX (8.44). UBVRX return over 5 years is better than : 14.22 vs. SSGSX (-1.39).
| 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 | 19.199 | 13.763 | 139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 9.02B | 50% |
| Annual Yield % from dividends | 0.52 | 1.13 | 46% |
| Returns for 1 year | 20.93 | 8.44 | 248% |
| Returns for 3 years | 9.29 | 11.10 | 84% |
| Returns for 5 years | -1.39 | 14.22 | -10% |
| Returns for 10 years | 42.42 | 57.27 | 74% |
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