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SBHVX vs VSCIX
SBHVX vs VSCIX Comparison
Open Charts SBHVX vs VSCIX
Segall Bryant & Hamill Sm Cp Val Ins
Price$14.92
Change-$0.35 (-2.29%)
VolumeN/A
Net Assets494.76M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
SBHVX vs VSCIX Comparison Chart
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SBHVX vs. VSCIX commentary
Feb 23, 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. SBHVX (495M). VSCIX pays higher dividends than SBHVX: VSCIX (1.43) vs SBHVX (1.31). SBHVX was incepted earlier than VSCIX: SBHVX (12 years) vs VSCIX (28 years). 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 : 11.25 vs. SBHVX (9.63). VSCIX return over 5 years is better than : 44.48 vs. SBHVX (23.91).
| SBHVX | VSCIX | SBHVX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 0.201 | -0.304 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 161B | 0% |
| Annual Yield % from dividends | 1.31 | 1.43 | 91% |
| Returns for 1 year | 9.63 | 11.25 | 86% |
| Returns for 3 years | 8.68 | 18.86 | 46% |
| Returns for 5 years | 23.91 | 44.48 | 54% |
| Returns for 10 years | 39.99 | 105.81 | 38% |