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SBHVX vs VSCIX
SBHVX vs VSCIX Comparison
Open Charts SBHVX vs VSCIX
Segall Bryant & Hamill Sm Cp Val Ins
Price$12.28
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets358.75M
Vanguard Small Cap Index I
Price$99.26
Change+$0.84 (+0.85%)
VolumeN/A
Net Assets143.36B
SBHVX vs VSCIX Comparison Chart
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SBHVX vs. VSCIX commentary
Apr 18, 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 Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. SBHVX (359M). VSCIX pays higher dividends than SBHVX: VSCIX (1.53) vs SBHVX (1.16). SBHVX was incepted earlier than VSCIX: SBHVX (12 years) vs VSCIX (28 years). SBHVX (0.99) is less costly to investors than VSCIX (0.04). SBHVX is a more actively managed with annual turnover of: 35.00 vs. VSCIX (12.00). SBHVX has a lower initial minimum investment than VSCIX: SBHVX (250000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -2.39 vs. SBHVX (-8.00). VSCIX return over 5 years is better than : 66.91 vs. SBHVX (33.53).
| SBHVX | VSCIX | SBHVX / VSCIX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 0.99 | 0.04 | 2,475% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | -17.931 | -14.447 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 143B | 0% |
| Annual Yield % from dividends | 1.16 | 1.53 | 76% |
| Returns for 1 year | -8.00 | -2.39 | 335% |
| Returns for 3 years | -10.48 | 0.57 | -1,824% |
| Returns for 5 years | 33.53 | 66.91 | 50% |
| Returns for 10 years | 13.04 | 73.72 | 18% |
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