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SBRVX vs VRTIX
SBRVX vs VRTIX Comparison
Open Charts SBRVX vs VRTIX
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.66
Change+$0.55 (+3.64%)
VolumeN/A
Net Assets398.29M
Vanguard Russell 2000 Index I
Price$364.31
Change+$9.93 (+2.80%)
VolumeN/A
Net Assets13.89B
SBRVX vs VRTIX Comparison Chart in %
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SBRVX vs. VRTIX commentary
Nov 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 SBRVX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. SBRVX (398M). VRTIX pays higher dividends than SBRVX: VRTIX (1.18) vs SBRVX (0.90). SBRVX was incepted earlier than VRTIX: SBRVX (6 years) vs VRTIX (15 years). SBRVX (1.22) is less costly to investors than VRTIX (0.07). SBRVX is a more actively managed with annual turnover of: 33.00 vs. VRTIX (12.00). SBRVX has a lower initial minimum investment than VRTIX: SBRVX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : -2.12 vs. SBRVX (-7.28). VRTIX return over 5 years is better than : 31.34 vs. SBRVX (28.29).
| SBRVX | VRTIX | SBRVX / VRTIX | |
| Total Expense Ratio | 1.14 | 0.07 | 1,629% |
| Annual Report Gross Expense Ratio | 1.22 | 0.07 | 1,743% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 1.751 | 3.856 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 398M | 13.9B | 3% |
| Annual Yield % from dividends | 0.90 | 1.18 | 76% |
| Returns for 1 year | -7.28 | -2.12 | 344% |
| Returns for 3 years | 17.27 | 25.47 | 68% |
| Returns for 5 years | 28.29 | 31.34 | 90% |
| Returns for 10 years | N/A | 102.67 | - |
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