Interact to see
Advertisement
Advertisement
SSEIX vs VRTIX
SSEIX vs VRTIX Comparison
Open Charts SSEIX vs VRTIX
SouthernSun U.S. Equity, I
Price$13.47
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets42.48M
Vanguard Russell 2000 Index I
Price$376.57
Change-$1.13 (-0.30%)
VolumeN/A
Net Assets13.89B
SSEIX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSEIX 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 SSEIX is a StrongBuy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. SSEIX (42.5M). VRTIX pays higher dividends than SSEIX: VRTIX (1.18) 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 : 2.86 vs. SSEIX (-12.70). VRTIX return over 5 years is better than : 42.91 vs. SSEIX (-0.45).
| 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 | 5.152 | 10.359 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.5M | 13.9B | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -12.70 | 2.86 | -445% |
| Returns for 3 years | -18.30 | 31.84 | -57% |
| Returns for 5 years | -0.45 | 42.91 | -1% |
| Returns for 10 years | 18.61 | 123.36 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| REGL | 83.53 | 0.19 | +0.23% |
| ProShares S&P MidCap 400 Dividend Arst | |||
| NFLT | 23.13 | 0.04 | +0.17% |
| Virtus Newfleet Multi-Sect Bd ETF | |||
| PBL | 31.65 | 0.05 | +0.15% |
| PGIM Portfolio Ballast ETF | |||
| CVSE | 73.94 | N/A | N/A |
| Calvert US Select Equity ETF | |||
| GJS | 23.04 | -0.17 | -0.72% |
| Synthetic Fixed-Income Securities STRATS 2006-2 Goldman Sachs Group | |||