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SSGSX vs UBVUX
SSGSX vs UBVUX Comparison
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SSGSX vs UBVUX Comparison Chart in %
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SSGSX vs. UBVUX commentary
Aug 11, 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 UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.14B vs. SSGSX (4.51B). UBVUX pays higher dividends than SSGSX: UBVUX (1.48) vs SSGSX (0.52). SSGSX was incepted earlier than UBVUX: SSGSX (27 years) vs UBVUX (9 years). SSGSX (1.23) is less costly to investors than UBVUX (1.10). SSGSX is a more actively managed with annual turnover of: 50.00 vs. UBVUX (35.00). UBVUX has a lower initial minimum investment than SSGSX: UBVUX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : 23.17 vs. UBVUX (11.79). UBVUX return over 5 years is better than : 15.84 vs. SSGSX (-1.30).
| SSGSX | UBVUX | SSGSX / UBVUX | |
| Total Expense Ratio | 1.23 | 1.05 | 117% |
| Annual Report Gross Expense Ratio | 1.23 | 1.10 | 112% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 21.302 | 16.396 | 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 | 0.52 | 1.48 | 35% |
| Returns for 1 year | 23.17 | 11.79 | 196% |
| Returns for 3 years | 13.70 | 17.67 | 77% |
| Returns for 5 years | -1.30 | 15.84 | -8% |
| Returns for 10 years | 41.18 | N/A | - |
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