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SSSIX vs VRTIX
SSSIX vs VRTIX Comparison
Open Charts SSSIX vs VRTIX
SouthernSun Small Cap, I
Price$27.29
Change-$0.28 (-1.02%)
VolumeN/A
Net Assets279.56M
Vanguard Russell 2000 Index I
Price$373.60
Change-$4.78 (-1.26%)
VolumeN/A
Net Assets12.87B
SSSIX vs VRTIX Comparison Chart in %
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SSSIX 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 SSSIX is a Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. SSSIX (280M). VRTIX pays higher dividends than SSSIX: VRTIX (1.17) vs SSSIX (0.00). SSSIX was incepted earlier than VRTIX: SSSIX (16 years) vs VRTIX (15 years). SSSIX (1.06) is less costly to investors than VRTIX (0.07). SSSIX is a more actively managed with annual turnover of: 17.00 vs. VRTIX (12.00). SSSIX has a lower initial minimum investment than VRTIX: SSSIX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 10.97 vs. SSSIX (-10.95). VRTIX return over 5 years is better than : 70.02 vs. SSSIX (28.94).
| SSSIX | VRTIX | SSSIX / VRTIX | |
| Total Expense Ratio | 1.06 | 0.07 | 1,514% |
| Annual Report Gross Expense Ratio | 1.06 | 0.07 | 1,514% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 8.843 | 10.820 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 12.9B | 2% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | -10.95 | 10.97 | -100% |
| Returns for 3 years | 0.77 | 48.17 | 2% |
| Returns for 5 years | 28.94 | 70.02 | 41% |
| Returns for 10 years | 27.46 | 129.55 | 21% |
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