Interact to see
Advertisement
Advertisement
SBHVX vs VSMAX
SBHVX vs VSMAX Comparison
Open Charts SBHVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ins
Price$14.25
Change+$0.23 (+1.64%)
VolumeN/A
Net Assets392.15M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
SBHVX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBHVX vs. VSMAX commentary
Jun 07, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SBHVX (392M). VSMAX pays higher dividends than SBHVX: VSMAX (1.48) vs SBHVX (1.15). 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 : 5.16 vs. SBHVX (0.89). VSMAX return over 5 years is better than : 52.39 vs. SBHVX (28.32).
| 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 | -5.843 | -4.060 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 148B | 0% |
| Annual Yield % from dividends | 1.15 | 1.48 | 78% |
| Returns for 1 year | 0.89 | 5.16 | 17% |
| Returns for 3 years | 7.54 | 16.71 | 45% |
| Returns for 5 years | 28.32 | 52.39 | 54% |
| Returns for 10 years | 27.88 | 96.62 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement