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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.04B vs. SSGSX (4.55B). UBVUX pays higher dividends than SSGSX: UBVUX (1.51) vs SSGSX (0.51). 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 : 17.30 vs. UBVUX (5.45). UBVUX return over 5 years is better than : 17.44 vs. SSGSX (-0.56).
| 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 | 18.572 | 13.184 | 141% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 9.04B | 50% |
| Annual Yield % from dividends | 0.51 | 1.51 | 34% |
| Returns for 1 year | 17.30 | 5.45 | 318% |
| Returns for 3 years | 11.95 | 19.44 | 61% |
| Returns for 5 years | -0.56 | 17.44 | -3% |
| Returns for 10 years | 41.05 | N/A | - |
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