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SSMOX vs VRTIX
SSMOX vs VRTIX Comparison
Open Charts SSMOX vs VRTIX
SSMOX vs VRTIX Comparison Chart in %
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SSMOX vs. VRTIX commentary
Aug 03, 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 SSMOX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. SSMOX (195M). VRTIX pays higher dividends than SSMOX: VRTIX (1.12) vs SSMOX (0.93). SSMOX was incepted earlier than VRTIX: SSMOX (9 years) vs VRTIX (16 years). SSMOX (0.53) is less costly to investors than VRTIX (0.05). SSMOX is a more actively managed with annual turnover of: 36.00 vs. VRTIX (14.00). SSMOX has a lower initial minimum investment than VRTIX: SSMOX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.01 vs. SSMOX (13.48). VRTIX return over 5 years is better than : 34.10 vs. SSMOX (-21.01).
| SSMOX | VRTIX | SSMOX / VRTIX | |
| Total Expense Ratio | 0.53 | 0.05 | 1,060% |
| Annual Report Gross Expense Ratio | 0.53 | 0.05 | 1,060% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 15.869 | 18.455 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 18.6B | 1% |
| Annual Yield % from dividends | 0.93 | 1.12 | 83% |
| Returns for 1 year | 13.48 | 33.01 | 41% |
| Returns for 3 years | 16.77 | 48.81 | 34% |
| Returns for 5 years | -21.01 | 34.10 | -62% |
| Returns for 10 years | N/A | 154.24 | - |
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