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$15.27
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets409.09M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SBHVX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBHVX vs. VSMAX commentary
Jul 26, 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: 153B vs. SBHVX (409M). 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 : 7.83 vs. SBHVX (1.24). VSMAX return over 5 years is better than : 65.85 vs. SBHVX (48.13).
| 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 | 1.746 | 2.178 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 153B | 0% |
| Annual Yield % from dividends | 1.09 | 1.40 | 78% |
| Returns for 1 year | 1.24 | 7.83 | 16% |
| Returns for 3 years | 23.79 | 33.45 | 71% |
| Returns for 5 years | 48.13 | 65.85 | 73% |
| Returns for 10 years | 46.06 | 113.90 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers