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SSEIX vs VRTIX
SSEIX vs VRTIX Comparison
Open Charts SSEIX vs VRTIX
SouthernSun U.S. Equity, I
Price$13.68
Change-$0.10 (-0.73%)
VolumeN/A
Net Assets42.99M
Vanguard Russell 2000 Index I
Price$369.94
Change-$3.66 (-0.98%)
VolumeN/A
Net Assets12.87B
SSEIX vs VRTIX Comparison Chart in %
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SSEIX vs. VRTIX commentary
Sep 26, 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 SSEIX is a Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. SSEIX (43M). VRTIX pays higher dividends than SSEIX: VRTIX (1.17) vs SSEIX (0.00). SSEIX was incepted earlier than VRTIX: SSEIX (13 years) vs VRTIX (15 years). SSEIX (1.16) is less costly to investors than VRTIX (0.07). SSEIX is a more actively managed with annual turnover of: 27.00 vs. VRTIX (12.00). SSEIX has a lower initial minimum investment than VRTIX: SSEIX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 10.96 vs. SSEIX (-8.68). VRTIX return over 5 years is better than : 67.97 vs. SSEIX (19.80).
| SSEIX | VRTIX | SSEIX / VRTIX | |
| Total Expense Ratio | 1.09 | 0.07 | 1,557% |
| Annual Report Gross Expense Ratio | 1.16 | 0.07 | 1,657% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 7.572 | 9.488 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43M | 12.9B | 0% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | -8.68 | 10.96 | -79% |
| Returns for 3 years | -3.04 | 48.49 | -6% |
| Returns for 5 years | 19.80 | 67.97 | 29% |
| Returns for 10 years | 25.51 | 133.36 | 19% |
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