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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
Jul 04, 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 UBVSX is a Buy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 9.17B vs. SSGSX (4.64B). UBVSX pays higher dividends than SSGSX: UBVSX (1.53) vs SSGSX (0.51). 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 : 19.16 vs. UBVSX (7.23). UBVSX return over 5 years is better than : 15.78 vs. SSGSX (-1.36).
| 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 | 19.736 | 14.359 | 137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.64B | 9.17B | 51% |
| Annual Yield % from dividends | 0.51 | 1.53 | 33% |
| Returns for 1 year | 19.16 | 7.23 | 265% |
| Returns for 3 years | 14.35 | 23.04 | 62% |
| Returns for 5 years | -1.36 | 15.78 | -9% |
| Returns for 10 years | 47.25 | 71.38 | 66% |
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