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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
Jun 24, 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 UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 8.83B vs. SSGSX (4.67B). UBVUX pays higher dividends than SSGSX: UBVUX (1.57) vs SSGSX (0.54). 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 : 24.64 vs. UBVUX (8.62). UBVUX return over 5 years is better than : 10.31 vs. SSGSX (-2.55).
| 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 | 18.013 | 8.669 | 208% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 8.83B | 53% |
| Annual Yield % from dividends | 0.54 | 1.57 | 35% |
| Returns for 1 year | 24.64 | 8.62 | 286% |
| Returns for 3 years | 17.79 | 21.82 | 82% |
| Returns for 5 years | -2.55 | 10.31 | -25% |
| Returns for 10 years | 48.33 | N/A | - |
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