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SSSIX vs VRTIX
SSSIX vs VRTIX Comparison
Open Charts SSSIX vs VRTIX
SouthernSun Small Cap, I
Price$26.02
Change-$0.51 (-1.92%)
VolumeN/A
Net Assets265.32M
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
SSSIX vs VRTIX Comparison Chart in %
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SSSIX 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 SSSIX is a StrongBuy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. SSSIX (265M). VRTIX pays higher dividends than SSSIX: VRTIX (1.18) 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 : 2.86 vs. SSSIX (-14.91). VRTIX return over 5 years is better than : 42.91 vs. SSSIX (4.12).
| 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 | 4.737 | 10.359 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 13.9B | 2% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -14.91 | 2.86 | -522% |
| Returns for 3 years | -18.77 | 31.84 | -59% |
| Returns for 5 years | 4.12 | 42.91 | 10% |
| Returns for 10 years | 22.99 | 123.36 | 19% |
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