Interact to see
Advertisement
Advertisement
SSSIX vs VRTIX
SSSIX vs VRTIX Comparison
Open Charts SSSIX vs VRTIX
SouthernSun Small Cap, I
Price$27.27
Change+$0.42 (+1.56%)
VolumeN/A
Net Assets270.6M
Vanguard Russell 2000 Index I
Price$386.38
Change+$7.25 (+1.91%)
VolumeN/A
Net Assets13.89B
SSSIX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSSIX vs. VRTIX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. SSSIX (271M). 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: 17.00 vs. VRTIX (12.00). 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 : 4.36 vs. SSSIX (-12.93). VRTIX return over 5 years is better than : 35.02 vs. SSSIX (-0.31).
| 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 | 7.659 | 13.234 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 13.9B | 2% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | -12.93 | 4.36 | -297% |
| Returns for 3 years | -16.09 | 34.36 | -47% |
| Returns for 5 years | -0.31 | 35.02 | -1% |
| Returns for 10 years | 24.54 | 121.88 | 20% |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GACCX | 29.78 | 0.17 | +0.57% |
| Gabelli Global Rising Income and Div C | |||
| IAVGX | 22.95 | 0.07 | +0.31% |
| Voya Growth and Income Port A | |||
| PRWAX | 85.92 | 0.13 | +0.15% |
| T. Rowe Price All-Cap Opportunities Fund | |||
| MEFIX | 16.51 | N/A | N/A |
| ClearBridge Emerging Markets FI | |||
| GEGAX | 17.44 | -0.03 | -0.17% |
| abrdn Emerging Markets A | |||