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SBHVX vs VRTIX
SBHVX vs VRTIX Comparison
Open Charts SBHVX vs VRTIX
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.97
Change-$0.15 (-0.93%)
VolumeN/A
Net Assets414.24M
Vanguard Russell 2000 Index I
Price$369.94
Change-$3.66 (-0.98%)
VolumeN/A
Net Assets12.87B
SBHVX vs VRTIX Comparison Chart in %
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SBHVX vs. VRTIX commentary
Sep 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 SBHVX is a Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. SBHVX (414M). VRTIX pays higher dividends than SBHVX: VRTIX (1.17) vs SBHVX (0.99). SBHVX was incepted earlier than VRTIX: SBHVX (12 years) vs VRTIX (15 years). SBHVX (1.00) is less costly to investors than VRTIX (0.07). SBHVX is a more actively managed with annual turnover of: 33.00 vs. VRTIX (12.00). SBHVX has a lower initial minimum investment than VRTIX: SBHVX (250000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 10.96 vs. SBHVX (7.16). VRTIX return over 5 years is better than : 67.97 vs. SBHVX (62.54).
| SBHVX | VRTIX | SBHVX / VRTIX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.00 | 0.07 | 1,429% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 8.261 | 9.488 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 12.9B | 3% |
| Annual Yield % from dividends | 0.99 | 1.17 | 85% |
| Returns for 1 year | 7.16 | 10.96 | 65% |
| Returns for 3 years | 44.34 | 48.49 | 91% |
| Returns for 5 years | 62.54 | 67.97 | 92% |
| Returns for 10 years | 64.31 | 133.36 | 48% |
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