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SSEFX vs VSMAX
SSEFX vs VSMAX Comparison
Open Charts SSEFX vs VSMAX
SouthernSun U.S. Equity, N
Price$12.39
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets46.94M
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
SSEFX vs VSMAX Comparison Chart
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SSEFX vs. VSMAX commentary
May 23, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. SSEFX (46.9M). VSMAX pays higher dividends than SSEFX: VSMAX (1.56) vs SSEFX (0.00). SSEFX was incepted earlier than VSMAX: SSEFX (13 years) vs VSMAX (25 years). SSEFX (1.41) is less costly to investors than VSMAX (0.05). SSEFX is a more actively managed with annual turnover of: 27.00 vs. VSMAX (13.00). SSEFX has a lower initial minimum investment than VSMAX: SSEFX (2000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 1.77 vs. SSEFX (-14.86). VSMAX return over 5 years is better than : 67.52 vs. SSEFX (25.43).
| SSEFX | VSMAX | SSEFX / VSMAX | |
| Total Expense Ratio | 1.34 | 0.05 | 2,680% |
| Annual Report Gross Expense Ratio | 1.41 | 0.05 | 2,820% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | -3.042 | -5.538 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.56 | - |
| Returns for 1 year | -14.86 | 1.77 | -840% |
| Returns for 3 years | -16.16 | 22.35 | -72% |
| Returns for 5 years | 25.43 | 67.52 | 38% |
| Returns for 10 years | -10.01 | 91.20 | -11% |
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