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SBHVX vs VSMAX
SBHVX vs VSMAX Comparison
Open Charts SBHVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ins
Price$13.45
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets389.49M
Vanguard Small Cap Index Admiral Shares
Price$107.02
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets139.54B
SBHVX vs VSMAX Comparison Chart
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SBHVX vs. VSMAX commentary
May 12, 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: 140B vs. SBHVX (389M). VSMAX pays higher dividends than SBHVX: VSMAX (1.56) vs SBHVX (1.23). SBHVX was incepted earlier than VSMAX: SBHVX (12 years) vs VSMAX (25 years). SBHVX (0.99) is less costly to investors than VSMAX (0.05). SBHVX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (13.00). 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 : 0.37 vs. SBHVX (-5.04). VSMAX return over 5 years is better than : 67.81 vs. SBHVX (37.37).
| 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 | 25 years | - |
| Gain YTD | -9.671 | -6.980 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 140B | 0% |
| Annual Yield % from dividends | 1.23 | 1.56 | 79% |
| Returns for 1 year | -5.04 | 0.37 | -1,349% |
| Returns for 3 years | 11.22 | 22.79 | 49% |
| Returns for 5 years | 37.37 | 67.81 | 55% |
| Returns for 10 years | 24.52 | 91.55 | 27% |
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