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SBHVX vs VSMAX
SBHVX vs VSMAX Comparison
Open Charts SBHVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ins
Price$14.98
Change-$0.58 (-3.73%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SBHVX vs VSMAX Comparison Chart
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VS
VS
SBHVX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SBHVX (531M). 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 : 19.58 vs. SBHVX (13.55). VSMAX return over 5 years is better than : 53.97 vs. SBHVX (25.39).
| 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 | 12.509 | 18.049 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 531M | 167B | 0% |
| Annual Yield % from dividends | 1.31 | 1.42 | 92% |
| Returns for 1 year | 13.55 | 19.58 | 69% |
| Returns for 3 years | 10.53 | 15.80 | 67% |
| Returns for 5 years | 25.39 | 53.97 | 47% |
| Returns for 10 years | 47.42 | 125.00 | 38% |
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