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SSEFX vs VRTIX
SSEFX vs VRTIX Comparison
Open Charts SSEFX vs VRTIX
SSEFX vs VRTIX Comparison Chart in %
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SSEFX vs. VRTIX commentary
Jun 19, 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 SSEFX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. SSEFX (48.1M). VRTIX pays higher dividends than SSEFX: VRTIX (1.07) vs SSEFX (0.00). SSEFX was incepted earlier than VRTIX: SSEFX (14 years) vs VRTIX (16 years). SSEFX (1.42) is less costly to investors than VRTIX (0.05). SSEFX is a more actively managed with annual turnover of: 17.00 vs. VRTIX (14.00). 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 : 39.27 vs. SSEFX (12.31). VRTIX return over 5 years is better than : 32.83 vs. SSEFX (-17.80).
| SSEFX | VRTIX | SSEFX / VRTIX | |
| Total Expense Ratio | 1.34 | 0.05 | 2,680% |
| Annual Report Gross Expense Ratio | 1.42 | 0.05 | 2,840% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 13.033 | 18.011 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1M | 17.5B | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 12.31 | 39.27 | 31% |
| Returns for 3 years | -3.25 | 57.47 | -6% |
| Returns for 5 years | -17.80 | 32.83 | -54% |
| Returns for 10 years | 16.11 | 165.85 | 10% |
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