UGSCX
Price
$11.55
Change
-$0.03 (-0.26%)
Updated
Sep 9 closing price
Net Assets
23.95B
UGSFX
Price
$11.63
Change
-$0.03 (-0.26%)
Updated
Sep 9 closing price
Net Assets
23.95B
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UGSCX vs UGSFX

UGSCX vs UGSFX Comparison Chart in %
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UGSCX vs. UGSFX commentary
Sep 10, 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 UGSCX is a Hold and UGSFX is a Hold.

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FUNDAMENTALS
Fundamentals
UGSCX (24B) and UGSFX (24B) have equal amount of cash in the bank . UGSFX pays higher dividends than UGSCX: UGSFX (3.96) vs UGSCX (3.27). UGSCX was incepted earlier than UGSFX: UGSCX (26 years) vs UGSFX (26 years). UGSCX (1.38) is less costly to investors than UGSFX (0.68). UGSCX (50.00) and UGSFX (50.00) have comparable annual turnover. UGSCX (250) and UGSFX (250) have matching initial minimum investment requirements. UGSFX annual gain was more profitable for investors over the last year : -0.76 vs. UGSCX (-1.45). UGSFX return over 5 years is better than : -3.13 vs. UGSCX (-6.46).
UGSCXUGSFXUGSCX / UGSFX
Total Expense Ratio1.380.68203%
Annual Report Gross Expense Ratio1.380.68203%
Fund Existence26 years26 years-
Gain YTD-2.176-1.712127%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets24B24B100%
Annual Yield % from dividends3.273.9683%
Returns for 1 year-1.45-0.76191%
Returns for 3 years8.5610.8479%
Returns for 5 years-6.46-3.13206%
Returns for 10 years-2.814.45-63%
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