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SSSIX vs VRTIX
SSSIX vs VRTIX Comparison
Open Charts SSSIX vs VRTIX
SouthernSun Small Cap, I
Price$25.96
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets261.04M
Vanguard Russell 2000 Index I
Price$390.71
Change+$1.07 (+0.27%)
VolumeN/A
Net Assets14.25B
SSSIX vs VRTIX Comparison Chart in %
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SSSIX vs. VRTIX commentary
Dec 26, 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 SSSIX is a StrongBuy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. SSSIX (261M). VRTIX pays higher dividends than SSSIX: VRTIX (1.17) vs SSSIX (0.00). SSSIX was incepted earlier than VRTIX: SSSIX (16 years) vs VRTIX (15 years). SSSIX (1.06) is less costly to investors than VRTIX (0.07). SSSIX is a more actively managed with annual turnover of: 30.00 vs. VRTIX (14.00). SSSIX has a lower initial minimum investment than VRTIX: SSSIX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 13.07 vs. SSSIX (1.53). VRTIX return over 5 years is better than : 29.26 vs. SSSIX (-6.95).
| SSSIX | VRTIX | SSSIX / VRTIX | |
| Total Expense Ratio | 1.06 | 0.07 | 1,514% |
| Annual Report Gross Expense Ratio | 1.06 | 0.07 | 1,514% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 2.487 | 14.503 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 14.3B | 2% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | 1.53 | 13.07 | 12% |
| Returns for 3 years | -6.85 | 46.54 | -15% |
| Returns for 5 years | -6.95 | 29.26 | -24% |
| Returns for 10 years | 21.40 | 130.53 | 16% |
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