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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
Sep 13, 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 UBVSX is a Hold.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 8.48B vs. SSGSX (4.1B). UBVSX pays higher dividends than SSGSX: UBVSX (1.51) 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 : 8.91 vs. UBVSX (-0.30). UBVSX return over 5 years is better than : 15.05 vs. SSGSX (-2.55).
| 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 | 15.641 | 10.339 | 151% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.1B | 8.48B | 48% |
| Annual Yield % from dividends | 0.52 | 1.51 | 35% |
| Returns for 1 year | 8.91 | -0.30 | -2,945% |
| Returns for 3 years | 12.96 | 17.48 | 74% |
| Returns for 5 years | -2.55 | 15.05 | -17% |
| Returns for 10 years | 35.89 | 59.19 | 61% |
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