Ad is loading...
SSEFX vs VSMAX
SSEFX vs VSMAX Comparison
Open Charts SSEFX vs VSMAX
SouthernSun U.S. Equity, N
Price$13.49
Change+$0.27 (+2.04%)
VolumeN/A
Net Assets51.58M
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
SSEFX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSEFX vs. VSMAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. SSEFX (51.6M). VSMAX pays higher dividends than SSEFX: VSMAX (1.42) vs SSEFX (0.11). SSEFX was incepted earlier than VSMAX: SSEFX (13 years) vs VSMAX (24 years). SSEFX is a more actively managed with annual turnover of: 39.00 vs. VSMAX (12.00). 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 : 20.35 vs. SSEFX (1.61). VSMAX return over 5 years is better than : 55.98 vs. SSEFX (7.06).
| SSEFX | VSMAX | SSEFX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 3.120 | 3.638 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.6M | 155B | 0% |
| Annual Yield % from dividends | 0.11 | 1.42 | 7% |
| Returns for 1 year | 1.61 | 20.35 | 8% |
| Returns for 3 years | -13.33 | 20.91 | -64% |
| Returns for 5 years | 7.06 | 55.98 | 13% |
| Returns for 10 years | 4.84 | 124.89 | 4% |
View a ticker or compare two or three
VS
VS
Ad is loading...