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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
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 UBVTX is a Hold.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 8.48B vs. SSGSX (4.1B). UBVTX pays higher dividends than SSGSX: UBVTX (1.34) vs SSGSX (0.52). SSGSX was incepted earlier than UBVTX: SSGSX (27 years) vs UBVTX (10 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 : 8.91 vs. UBVTX (-0.95). UBVTX return over 5 years is better than : 12.32 vs. SSGSX (-2.55).
| 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 | 10 years | - |
| Gain YTD | 15.641 | 10.094 | 155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.1B | 8.48B | 48% |
| Annual Yield % from dividends | 0.52 | 1.34 | 39% |
| Returns for 1 year | 8.91 | -0.95 | -935% |
| Returns for 3 years | 12.96 | 15.53 | 83% |
| Returns for 5 years | -2.55 | 12.32 | -21% |
| Returns for 10 years | 35.89 | N/A | - |
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