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SSGSX vs UBVUX
SSGSX vs UBVUX Comparison
Open Charts SSGSX vs UBVUX
SSGSX vs UBVUX Comparison Chart in %
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SSGSX vs. UBVUX commentary
Sep 03, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 8.83B vs. SSGSX (4.16B). UBVUX pays higher dividends than SSGSX: UBVUX (1.49) vs SSGSX (0.52). SSGSX was incepted earlier than UBVUX: SSGSX (27 years) vs UBVUX (10 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 : 12.67 vs. UBVUX (2.92). UBVUX return over 5 years is better than : 13.39 vs. SSGSX (-4.33).
| 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 | 10 years | - |
| Gain YTD | 16.827 | 13.738 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.16B | 8.83B | 47% |
| Annual Yield % from dividends | 0.52 | 1.49 | 35% |
| Returns for 1 year | 12.67 | 2.92 | 435% |
| Returns for 3 years | 8.96 | 16.83 | 53% |
| Returns for 5 years | -4.33 | 13.39 | -32% |
| Returns for 10 years | 32.04 | N/A | - |
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