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SSGSX vs UBVSX
SSGSX vs UBVSX Comparison
Open Charts SSGSX vs UBVSX
SSGSX vs UBVSX Comparison Chart in %
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SSGSX vs. UBVSX 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 UBVSX is a Hold.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 9.02B vs. SSGSX (4.47B). UBVSX pays higher dividends than SSGSX: UBVSX (1.50) vs SSGSX (0.52). SSGSX was incepted earlier than UBVSX: SSGSX (27 years) vs UBVSX (13 years). SSGSX (1.23) is less costly to investors than UBVSX (1.09). SSGSX is a more actively managed with annual turnover of: 50.00 vs. UBVSX (35.00). SSGSX has a lower initial minimum investment than UBVSX: SSGSX (2500) vs UBVSX (1000000). SSGSX annual gain was more profitable for investors over the last year : 20.93 vs. UBVSX (9.46). UBVSX return over 5 years is better than : 18.25 vs. SSGSX (-1.39).
| SSGSX | UBVSX | SSGSX / UBVSX | |
| Total Expense Ratio | 1.23 | 0.99 | 124% |
| Annual Report Gross Expense Ratio | 1.23 | 1.09 | 113% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 19.199 | 14.128 | 136% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 9.02B | 50% |
| Annual Yield % from dividends | 0.52 | 1.50 | 34% |
| Returns for 1 year | 20.93 | 9.46 | 221% |
| Returns for 3 years | 9.29 | 13.88 | 67% |
| Returns for 5 years | -1.39 | 18.25 | -8% |
| Returns for 10 years | 42.42 | 67.60 | 63% |
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