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SSSIX vs VRTIX
SSSIX vs VRTIX Comparison
Open Charts SSSIX vs VRTIX
SouthernSun Small Cap, I
Price$27.47
Change-$0.13 (-0.47%)
VolumeN/A
Net Assets276.25M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
SSSIX vs VRTIX Comparison Chart in %
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SSSIX vs. VRTIX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. SSSIX (276M). VRTIX pays higher dividends than SSSIX: VRTIX (1.20) 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 : 7.92 vs. SSSIX (-12.57). VRTIX return over 5 years is better than : 52.70 vs. SSSIX (15.78).
| 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 | 8.448 | 10.362 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 13.6B | 2% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -12.57 | 7.92 | -159% |
| Returns for 3 years | -8.10 | 41.48 | -20% |
| Returns for 5 years | 15.78 | 52.70 | 30% |
| Returns for 10 years | 22.26 | 120.39 | 18% |
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