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SSEFX vs VRTIX
SSEFX vs VRTIX Comparison
Open Charts SSEFX vs VRTIX
SouthernSun U.S. Equity, N
Price$13.21
Change-$0.25 (-1.86%)
VolumeN/A
Net Assets42.42M
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
SSEFX vs VRTIX Comparison Chart in %
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SSEFX vs. VRTIX commentary
Nov 14, 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 SSEFX is a StrongBuy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. SSEFX (42.4M). VRTIX pays higher dividends than SSEFX: VRTIX (1.18) vs SSEFX (0.00). SSEFX was incepted earlier than VRTIX: SSEFX (14 years) vs VRTIX (15 years). SSEFX (1.41) is less costly to investors than VRTIX (0.07). SSEFX is a more actively managed with annual turnover of: 27.00 vs. VRTIX (12.00). SSEFX has a lower initial minimum investment than VRTIX: SSEFX (2000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 0.95 vs. SSEFX (-14.11). VRTIX return over 5 years is better than : 38.96 vs. SSEFX (-3.37).
| SSEFX | VRTIX | SSEFX / VRTIX | |
| Total Expense Ratio | 1.34 | 0.07 | 1,914% |
| Annual Report Gross Expense Ratio | 1.41 | 0.07 | 2,014% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 3.042 | 7.305 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4M | 13.9B | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -14.11 | 0.95 | -1,481% |
| Returns for 3 years | -18.90 | 29.64 | -64% |
| Returns for 5 years | -3.37 | 38.96 | -9% |
| Returns for 10 years | 12.56 | 115.38 | 11% |
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