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SBHVX vs VSMAX
SBHVX vs VSMAX Comparison
Open Charts SBHVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ins
Price$14.59
Change-$0.19 (-1.29%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$106.46
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
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SBHVX vs VSMAX Comparison Chart
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SBHVX vs. VSMAX commentary
Sep 08, 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 StrongSell and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. SBHVX (478M). 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 : 14.27 vs. SBHVX (13.06). VSMAX return over 5 years is better than : 48.98 vs. SBHVX (24.80).
| 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 | 6.869 | 5.987 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 149B | 0% |
| Annual Yield % from dividends | 1.31 | 1.42 | 92% |
| Returns for 1 year | 13.06 | 14.27 | 92% |
| Returns for 3 years | -1.01 | -0.35 | 287% |
| Returns for 5 years | 24.80 | 48.98 | 51% |
| Returns for 10 years | 35.71 | 103.49 | 35% |
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