Interact to see
Advertisement
Advertisement
SSEIX vs VRTIX
SSEIX vs VRTIX Comparison
Open Charts SSEIX vs VRTIX
SouthernSun U.S. Equity, I
Price$12.97
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets40.47M
Vanguard Russell 2000 Index I
Price$360.95
Change-$0.14 (-0.04%)
VolumeN/A
Net Assets13.89B
SSEIX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSEIX vs. VRTIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. SSEIX (40.5M). VRTIX pays higher dividends than SSEIX: VRTIX (1.18) vs SSEIX (0.00). SSEIX was incepted earlier than VRTIX: SSEIX (14 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 : 1.42 vs. SSEIX (-15.10). VRTIX return over 5 years is better than : 33.82 vs. SSEIX (-6.77).
| 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 | 14 years | 15 years | - |
| Gain YTD | 0.546 | 5.822 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.5M | 13.9B | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -15.10 | 1.42 | -1,065% |
| Returns for 3 years | -19.90 | 28.59 | -70% |
| Returns for 5 years | -6.77 | 33.82 | -20% |
| Returns for 10 years | 11.65 | 108.92 | 11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement