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SBHVX vs VSMAX
SBHVX vs VSMAX Comparison
Open Charts SBHVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ins
Price$12.28
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets358.75M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
SBHVX vs VSMAX Comparison Chart
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SBHVX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. SBHVX (359M). VSMAX pays higher dividends than SBHVX: VSMAX (1.52) vs SBHVX (1.16). SBHVX was incepted earlier than VSMAX: SBHVX (12 years) vs VSMAX (24 years). SBHVX (0.99) is less costly to investors than VSMAX (0.05). SBHVX is a more actively managed with annual turnover of: 35.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than SBHVX: VSMAX (3000) vs SBHVX (250000). VSMAX annual gain was more profitable for investors over the last year : -2.40 vs. SBHVX (-8.00). VSMAX return over 5 years is better than : 66.89 vs. SBHVX (33.53).
| SBHVX | VSMAX | SBHVX / VSMAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -17.931 | -14.455 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 143B | 0% |
| Annual Yield % from dividends | 1.16 | 1.52 | 76% |
| Returns for 1 year | -8.00 | -2.40 | 333% |
| Returns for 3 years | -10.48 | 0.56 | -1,882% |
| Returns for 5 years | 33.53 | 66.89 | 50% |
| Returns for 10 years | 13.04 | 73.68 | 18% |
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