Ad is loading...
SBHVX vs VSMAX
SBHVX vs VSMAX Comparison
Open Charts SBHVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.29
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets516.38M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
SBHVX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBHVX vs. VSMAX commentary
Jan 19, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. SBHVX (516M). VSMAX pays higher dividends than SBHVX: VSMAX (1.42) vs SBHVX (1.31). SBHVX was incepted earlier than VSMAX: SBHVX (11 years) vs VSMAX (24 years). 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 : 21.26 vs. SBHVX (16.94). VSMAX return over 5 years is better than : 48.99 vs. SBHVX (23.12).
| SBHVX | VSMAX | SBHVX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 2.686 | 3.369 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 155B | 0% |
| Annual Yield % from dividends | 1.31 | 1.42 | 92% |
| Returns for 1 year | 16.94 | 21.26 | 80% |
| Returns for 3 years | 7.63 | 17.25 | 44% |
| Returns for 5 years | 23.12 | 48.99 | 47% |
| Returns for 10 years | 50.17 | 127.10 | 39% |
View a ticker or compare two or three
VS
VS
Ad is loading...