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SBHVX vs VSMAX
SBHVX vs VSMAX Comparison
Open Charts SBHVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ins
Price$14.92
Change-$0.35 (-2.29%)
VolumeN/A
Net Assets494.76M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
SBHVX vs VSMAX Comparison Chart
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VS
VS
SBHVX vs. VSMAX commentary
Feb 23, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. SBHVX (495M). VSMAX pays higher dividends than SBHVX: VSMAX (1.42) vs SBHVX (1.31). SBHVX was incepted earlier than VSMAX: SBHVX (12 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 : 11.25 vs. SBHVX (9.63). VSMAX return over 5 years is better than : 44.48 vs. SBHVX (23.91).
| SBHVX | VSMAX | SBHVX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 0.201 | -0.304 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 161B | 0% |
| Annual Yield % from dividends | 1.31 | 1.42 | 92% |
| Returns for 1 year | 9.63 | 11.25 | 86% |
| Returns for 3 years | 8.68 | 18.86 | 46% |
| Returns for 5 years | 23.91 | 44.48 | 54% |
| Returns for 10 years | 39.99 | 105.78 | 38% |
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