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SBHVX vs VSCPX
SBHVX vs VSCPX Comparison
Open Charts SBHVX vs VSCPX
Segall Bryant & Hamill Sm Cp Val Ins
Price$12.28
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets358.75M
Vanguard Small Cap Index InstlPlus
Price$286.51
Change+$2.44 (+0.86%)
VolumeN/A
Net Assets143.36B
SBHVX vs VSCPX Comparison Chart
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SBHVX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. SBHVX (359M). VSCPX pays higher dividends than SBHVX: VSCPX (1.54) vs SBHVX (1.16). SBHVX was incepted earlier than VSCPX: SBHVX (12 years) vs VSCPX (14 years). SBHVX (0.99) is less costly to investors than VSCPX (0.03). SBHVX is a more actively managed with annual turnover of: 35.00 vs. VSCPX (12.00). SBHVX has a lower initial minimum investment than VSCPX: SBHVX (250000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -2.39 vs. SBHVX (-8.00). VSCPX return over 5 years is better than : 66.94 vs. SBHVX (33.53).
| SBHVX | VSCPX | SBHVX / VSCPX | |
| Total Expense Ratio | 0.99 | 0.03 | 3,300% |
| Annual Report Gross Expense Ratio | 0.99 | 0.03 | 3,300% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -17.931 | -14.450 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 143B | 0% |
| Annual Yield % from dividends | 1.16 | 1.54 | 75% |
| Returns for 1 year | -8.00 | -2.39 | 335% |
| Returns for 3 years | -10.48 | 0.58 | -1,817% |
| Returns for 5 years | 33.53 | 66.94 | 50% |
| Returns for 10 years | 13.04 | 73.76 | 18% |
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