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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
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 8.79B vs. SSGSX (4.56B). UBVSX pays higher dividends than SSGSX: UBVSX (1.59) vs SSGSX (0.54). 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 : 20.69 vs. UBVSX (7.10). UBVSX return over 5 years is better than : 4.54 vs. SSGSX (-8.49).
| 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 | 13.896 | 7.102 | 196% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 8.79B | 52% |
| Annual Yield % from dividends | 0.54 | 1.59 | 34% |
| Returns for 1 year | 20.69 | 7.10 | 291% |
| Returns for 3 years | 11.52 | 16.18 | 71% |
| Returns for 5 years | -8.49 | 4.54 | -187% |
| Returns for 10 years | 37.51 | 53.92 | 70% |