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SSSIX vs VRTIX
SSSIX vs VRTIX Comparison
Open Charts SSSIX vs VRTIX
SouthernSun Small Cap, I
Price$27.02
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets272.53M
Vanguard Russell 2000 Index I
Price$406.87
Change+$2.85 (+0.71%)
VolumeN/A
Net Assets14.31B
SSSIX vs VRTIX Comparison Chart in %
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SSSIX vs. VRTIX commentary
Jan 15, 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 SSSIX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. SSSIX (273M). VRTIX pays higher dividends than SSSIX: VRTIX (1.25) 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 : 19.93 vs. SSSIX (6.47). VRTIX return over 5 years is better than : 27.09 vs. SSSIX (-9.80).
| 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 | 6.302 | 6.855 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 14.3B | 2% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 6.47 | 19.93 | 32% |
| Returns for 3 years | -9.28 | 42.44 | -22% |
| Returns for 5 years | -9.80 | 27.09 | -36% |
| Returns for 10 years | 59.27 | 175.04 | 34% |
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