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SBHVX
Price
$16.23
Change
-$0.19 (-1.16%)
Updated
Nov 15 closing price
VSMAX
Price
$118.05
Change
-$1.27 (-1.06%)
Updated
Nov 15 closing price
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SBHVX vs VSMAX

Header iconSBHVX vs VSMAX Comparison
Open Charts SBHVX vs VSMAXBanner chart's image
Segall Bryant & Hamill Sm Cp Val Ins
Price$16.23
Change-$0.19 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
SBHVX vs VSMAX Comparison Chart
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VS
SBHVX vs. VSMAX commentary
Nov 18, 2024

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 StrongBuy.

FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. SBHVX (521M). 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 : 30.28 vs. SBHVX (28.62). VSMAX return over 5 years is better than : 55.62 vs. SBHVX (28.60).
SBHVXVSMAXSBHVX / VSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years24 years-
Gain YTD17.35415.803110%
Front LoadN/AN/A-
Min. Initial Investment25000030008,333%
Min. Initial Investment IRAN/AN/A-
Net Assets521M151B0%
Annual Yield % from dividends1.311.4292%
Returns for 1 year28.6230.2895%
Returns for 3 years2.754.7458%
Returns for 5 years28.6055.6251%
Returns for 10 years49.42123.3040%
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