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SBHVX vs VSMAX
SBHVX vs VSMAX Comparison
Open Charts SBHVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.58
Change-$0.23 (-1.45%)
VolumeN/A
Net Assets414.62M
Vanguard Small Cap Index Admiral Shares
Price$118.30
Change-$1.46 (-1.22%)
VolumeN/A
Net Assets154.18B
SBHVX vs VSMAX Comparison Chart in %
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SBHVX vs. VSMAX commentary
Aug 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. SBHVX (415M). VSMAX pays higher dividends than SBHVX: VSMAX (1.37) vs SBHVX (1.08). 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 : 13.19 vs. SBHVX (10.17). VSMAX return over 5 years is better than : 60.27 vs. SBHVX (45.61).
| 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 | 6.179 | 4.170 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 154B | 0% |
| Annual Yield % from dividends | 1.08 | 1.37 | 78% |
| Returns for 1 year | 10.17 | 13.19 | 77% |
| Returns for 3 years | 20.37 | 22.85 | 89% |
| Returns for 5 years | 45.61 | 60.27 | 76% |
| Returns for 10 years | 48.20 | 115.21 | 42% |
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