Interact to see
Advertisement
Advertisement
SSEFX vs VSMAX
SSEFX vs VSMAX Comparison
Open Charts SSEFX vs VSMAX
SouthernSun U.S. Equity, N
Price$13.44
Change+$0.10 (+0.75%)
VolumeN/A
Net Assets49.6M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SSEFX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSEFX vs. VSMAX commentary
Jul 07, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SSEFX (49.6M). VSMAX pays higher dividends than SSEFX: VSMAX (1.40) vs SSEFX (0.00). SSEFX was incepted earlier than VSMAX: SSEFX (13 years) vs VSMAX (25 years). SSEFX (1.41) is less costly to investors than VSMAX (0.05). SSEFX is a more actively managed with annual turnover of: 27.00 vs. VSMAX (13.00). SSEFX has a lower initial minimum investment than VSMAX: SSEFX (2000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. SSEFX (-4.75). VSMAX return over 5 years is better than : 69.54 vs. SSEFX (25.15).
| SSEFX | VSMAX | SSEFX / VSMAX | |
| Total Expense Ratio | 1.34 | 0.05 | 2,680% |
| Annual Report Gross Expense Ratio | 1.41 | 0.05 | 2,820% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 4.836 | 1.447 | 334% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.6M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -4.75 | 12.25 | -39% |
| Returns for 3 years | -6.52 | 37.95 | -17% |
| Returns for 5 years | 25.15 | 69.54 | 36% |
| Returns for 10 years | 4.11 | 109.34 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement