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SBHVX vs VSMAX
SBHVX vs VSMAX Comparison
Open Charts SBHVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.12
Change+$0.10 (+0.67%)
VolumeN/A
Net Assets411.69M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SBHVX vs VSMAX Comparison Chart in %
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SBHVX vs. VSMAX commentary
Jul 06, 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: 148B vs. SBHVX (412M). VSMAX pays higher dividends than SBHVX: VSMAX (1.40) vs SBHVX (1.09). SBHVX was incepted earlier than VSMAX: SBHVX (12 years) vs VSMAX (25 years). SBHVX (1.00) 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 : 12.25 vs. SBHVX (10.06). VSMAX return over 5 years is better than : 69.54 vs. SBHVX (51.57).
| SBHVX | VSMAX | SBHVX / VSMAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.00 | 0.05 | 2,000% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 1.545 | 1.447 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 412M | 148B | 0% |
| Annual Yield % from dividends | 1.09 | 1.40 | 78% |
| Returns for 1 year | 10.06 | 12.25 | 82% |
| Returns for 3 years | 25.74 | 37.95 | 68% |
| Returns for 5 years | 51.57 | 69.54 | 74% |
| Returns for 10 years | 39.49 | 109.34 | 36% |
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