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SSMAX vs VRTIX
SSMAX vs VRTIX Comparison
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SSMAX vs VRTIX Comparison Chart in %
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SSMAX vs. VRTIX commentary
Jul 14, 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 SSMAX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. SSMAX (776M). VRTIX pays higher dividends than SSMAX: VRTIX (1.08) vs SSMAX (0.69). SSMAX was incepted earlier than VRTIX: SSMAX (23 years) vs VRTIX (16 years). SSMAX (0.72) is less costly to investors than VRTIX (0.05). SSMAX is a more actively managed with annual turnover of: 67.00 vs. VRTIX (14.00). SSMAX has a lower initial minimum investment than VRTIX: SSMAX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.72 vs. SSMAX (10.62). VRTIX return over 5 years is better than : 37.70 vs. SSMAX (-15.34).
| SSMAX | VRTIX | SSMAX / VRTIX | |
| Total Expense Ratio | 0.40 | 0.05 | 800% |
| Annual Report Gross Expense Ratio | 0.72 | 0.05 | 1,440% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 14.614 | 20.296 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 776M | 18.6B | 4% |
| Annual Yield % from dividends | 0.69 | 1.08 | 63% |
| Returns for 1 year | 10.62 | 33.72 | 31% |
| Returns for 3 years | 22.01 | 56.10 | 39% |
| Returns for 5 years | -15.34 | 37.70 | -41% |
| Returns for 10 years | -1.64 | 157.61 | -1% |
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