Interact to see
Advertisement
Advertisement
SSEFX vs VRTIX
SSEFX vs VRTIX Comparison
Open Charts SSEFX vs VRTIX
SouthernSun U.S. Equity, N
Price$13.19
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.14M
Vanguard Russell 2000 Index I
Price$371.20
Change+$6.89 (+1.89%)
VolumeN/A
Net Assets13.89B
SSEFX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSEFX vs. VRTIX commentary
Nov 25, 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 Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. SSEFX (41.1M). VRTIX pays higher dividends than SSEFX: VRTIX (1.18) 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 : -1.17 vs. SSEFX (-15.83). VRTIX return over 5 years is better than : 30.63 vs. SSEFX (-7.75).
| 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 | 2.418 | 6.766 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 13.9B | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -15.83 | -1.17 | 1,357% |
| Returns for 3 years | -19.83 | 28.36 | -70% |
| Returns for 5 years | -7.75 | 30.63 | -25% |
| Returns for 10 years | 9.70 | 105.94 | 9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement