SSMOX
Price
$12.17
Change
-$0.01 (-0.08%)
Updated
Sep 11 closing price
Net Assets
201.82M
VRTIX
Price
$447.00
Change
+$2.04 (+0.46%)
Updated
Sep 11 closing price
Net Assets
17.95B
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SSMOX vs VRTIX

SSMOX vs VRTIX Comparison Chart in %
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SSMOX vs. VRTIX commentary
Sep 12, 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 Hold and VRTIX is a Hold.

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FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. SSMOX (202M). VRTIX pays higher dividends than SSMOX: VRTIX (1.10) 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: 27.00 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 : 19.79 vs. SSMOX (4.08). VRTIX return over 5 years is better than : 32.22 vs. SSMOX (-22.64).
SSMOXVRTIXSSMOX / VRTIX
Total Expense Ratio0.530.051,060%
Annual Report Gross Expense Ratio0.530.051,060%
Fund Existence9 years16 years-
Gain YTD13.33317.02978%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets202M17.9B1%
Annual Yield % from dividends0.931.1084%
Returns for 1 year4.0819.7921%
Returns for 3 years21.0857.6937%
Returns for 5 years-22.6432.22-70%
Returns for 10 yearsN/A148.64-
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