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SSEIX vs VRTIX
SSEIX vs VRTIX Comparison
Open Charts SSEIX vs VRTIX
SouthernSun U.S. Equity, I
Price$13.65
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets43.85M
Vanguard Russell 2000 Index I
Price$386.38
Change+$7.25 (+1.91%)
VolumeN/A
Net Assets13.89B
SSEIX vs VRTIX Comparison Chart in %
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SSEIX vs. VRTIX commentary
Dec 04, 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 SSEIX is a StrongBuy and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. SSEIX (43.9M). VRTIX pays higher dividends than SSEIX: VRTIX (1.17) 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: 27.00 vs. VRTIX (12.00). 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 : 1.83 vs. SSEIX (-13.53). VRTIX return over 5 years is better than : 35.85 vs. SSEIX (-3.74).
| 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 | 6.245 | 11.294 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9M | 13.9B | 0% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | -13.53 | 1.83 | -741% |
| Returns for 3 years | -16.14 | 32.06 | -50% |
| Returns for 5 years | -3.74 | 35.85 | -10% |
| Returns for 10 years | 17.12 | 118.08 | 14% |