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SSEIX vs VRTIX
SSEIX vs VRTIX Comparison
Open Charts SSEIX vs VRTIX
SouthernSun U.S. Equity, I
Price$13.80
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets47.01M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
SSEIX vs VRTIX Comparison Chart in %
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SSEIX vs. VRTIX commentary
Feb 05, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. SSEIX (47M). VRTIX pays higher dividends than SSEIX: VRTIX (1.19) 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 : 17.71 vs. SSEIX (5.83). VRTIX return over 5 years is better than : 22.38 vs. SSEIX (-12.74).
| 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 | 10.932 | 6.757 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47M | 14.3B | 0% |
| Annual Yield % from dividends | 0.00 | 1.19 | - |
| Returns for 1 year | 5.83 | 17.71 | 33% |
| Returns for 3 years | -4.61 | 35.16 | -13% |
| Returns for 5 years | -12.74 | 22.38 | -57% |
| Returns for 10 years | 39.51 | 180.76 | 22% |
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