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SSEFX vs VRTIX
SSEFX vs VRTIX Comparison
Open Charts SSEFX vs VRTIX
SouthernSun U.S. Equity, N
Price$14.06
Change+$0.14 (+1.01%)
VolumeN/A
Net Assets43.57M
Vanguard Russell 2000 Index I
Price$381.40
Change+$3.93 (+1.04%)
VolumeN/A
Net Assets13.58B
SSEFX vs VRTIX Comparison Chart in %
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SSEFX vs. VRTIX commentary
Oct 10, 2025
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 SSEFX is a StrongBuy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. SSEFX (43.6M). VRTIX pays higher dividends than SSEFX: VRTIX (1.20) vs SSEFX (0.00). SSEFX was incepted earlier than VRTIX: SSEFX (14 years) vs VRTIX (15 years). SSEFX (1.41) is less costly to investors than VRTIX (0.07). SSEFX is a more actively managed with annual turnover of: 27.00 vs. VRTIX (12.00). SSEFX has a lower initial minimum investment than VRTIX: SSEFX (2000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 12.43 vs. SSEFX (-7.57). VRTIX return over 5 years is better than : 52.75 vs. SSEFX (8.06).
| SSEFX | VRTIX | SSEFX / VRTIX | |
| Total Expense Ratio | 1.34 | 0.07 | 1,914% |
| Annual Report Gross Expense Ratio | 1.41 | 0.07 | 2,014% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 8.580 | 10.623 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.6M | 13.6B | 0% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -7.57 | 12.43 | -61% |
| Returns for 3 years | -6.67 | 46.33 | -14% |
| Returns for 5 years | 8.06 | 52.75 | 15% |
| Returns for 10 years | 13.00 | 120.58 | 11% |
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