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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
Aug 23, 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 UBVTX is a Buy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.03B vs. SSGSX (4.33B). UBVTX pays higher dividends than SSGSX: UBVTX (1.33) vs SSGSX (0.52). 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 : 18.75 vs. UBVTX (7.44). UBVTX return over 5 years is better than : 17.36 vs. SSGSX (-0.19).
| 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 | 19.825 | 15.472 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33B | 9.03B | 48% |
| Annual Yield % from dividends | 0.52 | 1.33 | 39% |
| Returns for 1 year | 18.75 | 7.44 | 252% |
| Returns for 3 years | 15.80 | 21.81 | 72% |
| Returns for 5 years | -0.19 | 17.36 | -1% |
| Returns for 10 years | 36.80 | N/A | - |
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