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SSEFX vs VRTIX
SSEFX vs VRTIX Comparison
Open Charts SSEFX vs VRTIX
SouthernSun U.S. Equity, N
Price$12.71
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets43.15M
Vanguard Russell 2000 Index I
Price$390.71
Change+$1.07 (+0.27%)
VolumeN/A
Net Assets14.25B
SSEFX vs VRTIX Comparison Chart in %
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SSEFX vs. VRTIX commentary
Dec 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 SSEFX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. SSEFX (43.1M). VRTIX pays higher dividends than SSEFX: VRTIX (1.17) 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: 17.00 vs. VRTIX (14.00). 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 : 13.07 vs. SSEFX (-1.78). VRTIX return over 5 years is better than : 29.26 vs. SSEFX (-14.25).
| 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 | -0.858 | 14.503 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1M | 14.3B | 0% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | -1.78 | 13.07 | -14% |
| Returns for 3 years | -1.50 | 46.54 | -3% |
| Returns for 5 years | -14.25 | 29.26 | -49% |
| Returns for 10 years | 10.49 | 130.53 | 8% |
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