SSSIX
Price
$28.38
Change
+$0.30 (+1.07%)
Updated
Sep 11 closing price
Net Assets
236.54M
VRTIX
Price
$447.00
Change
+$2.04 (+0.46%)
Updated
Sep 11 closing price
Net Assets
17.95B
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SSSIX vs VRTIX

SSSIX vs VRTIX Comparison Chart in %
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SSSIX vs. VRTIX commentary
Sep 13, 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 SSSIX is a Hold and VRTIX is a Hold.

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FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. SSSIX (237M). VRTIX pays higher dividends than SSSIX: VRTIX (1.10) vs SSSIX (0.00). SSSIX was incepted earlier than VRTIX: SSSIX (17 years) vs VRTIX (16 years). SSSIX (1.09) is less costly to investors than VRTIX (0.05). SSSIX is a more actively managed with annual turnover of: 30.00 vs. VRTIX (14.00). 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 : 19.79 vs. SSSIX (-0.39). VRTIX return over 5 years is better than : 32.22 vs. SSSIX (-12.38).
SSSIXVRTIXSSSIX / VRTIX
Total Expense Ratio1.090.052,180%
Annual Report Gross Expense Ratio1.090.052,180%
Fund Existence17 years16 years-
Gain YTD10.59517.02962%
Front LoadN/AN/A-
Min. Initial Investment10000050000002%
Min. Initial Investment IRAN/AN/A-
Net Assets237M17.9B1%
Annual Yield % from dividends0.001.10-
Returns for 1 year-0.3919.79-2%
Returns for 3 years-5.0157.69-9%
Returns for 5 years-12.3832.22-38%
Returns for 10 years36.02148.6424%
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