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SSEIX vs VRTIX
SSEIX vs VRTIX Comparison
Open Charts SSEIX vs VRTIX
SouthernSun U.S. Equity, I
Price$13.33
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets46M
Vanguard Russell 2000 Index I
Price$406.87
Change+$2.85 (+0.71%)
VolumeN/A
Net Assets14.31B
SSEIX vs VRTIX Comparison Chart in %
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SSEIX vs. VRTIX commentary
Jan 16, 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 SSEIX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. SSEIX (46M). VRTIX pays higher dividends than SSEIX: VRTIX (1.25) vs SSEIX (0.00). SSEIX was incepted earlier than VRTIX: SSEIX (14 years) vs VRTIX (15 years). SSEIX (1.16) is less costly to investors than VRTIX (0.07). SSEIX is a more actively managed with annual turnover of: 17.00 vs. VRTIX (14.00). SSEIX has a lower initial minimum investment than VRTIX: SSEIX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 19.93 vs. SSEIX (2.93). VRTIX return over 5 years is better than : 27.09 vs. SSEIX (-15.35).
| SSEIX | VRTIX | SSEIX / VRTIX | |
| Total Expense Ratio | 1.09 | 0.07 | 1,557% |
| Annual Report Gross Expense Ratio | 1.16 | 0.07 | 1,657% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 7.154 | 6.855 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46M | 14.3B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 2.93 | 19.93 | 15% |
| Returns for 3 years | -3.74 | 42.44 | -9% |
| Returns for 5 years | -15.35 | 27.09 | -57% |
| Returns for 10 years | 38.35 | 175.04 | 22% |
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