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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
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SSGSX vs UBVTX Comparison Chart in %
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SSGSX vs. UBVTX commentary
Jul 28, 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 UBVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.14B vs. SSGSX (4.51B). UBVTX pays higher dividends than SSGSX: UBVTX (1.35) vs SSGSX (0.51). SSGSX was incepted earlier than UBVTX: SSGSX (27 years) vs UBVTX (9 years). UBVTX (1.35) is less costly to investors than SSGSX (1.23). SSGSX is a more actively managed with annual turnover of: 50.00 vs. UBVTX (35.00). UBVTX has a lower initial minimum investment than SSGSX: UBVTX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : 18.49 vs. UBVTX (6.72). UBVTX return over 5 years is better than : 17.21 vs. SSGSX (-0.39).
| SSGSX | UBVTX | SSGSX / UBVTX | |
| Total Expense Ratio | 1.23 | 1.30 | 95% |
| Annual Report Gross Expense Ratio | 1.23 | 1.35 | 91% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 19.535 | 15.040 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.51B | 9.14B | 49% |
| Annual Yield % from dividends | 0.51 | 1.35 | 38% |
| Returns for 1 year | 18.49 | 6.72 | 275% |
| Returns for 3 years | 10.06 | 12.91 | 78% |
| Returns for 5 years | -0.39 | 17.21 | -2% |
| Returns for 10 years | 41.47 | N/A | - |
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