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SBRVX vs VRTIX
SBRVX vs VRTIX Comparison
Open Charts SBRVX vs VRTIX
Segall Bryant & Hamill Sm Cp Val Ret
Price$16.05
Change-$0.23 (-1.41%)
VolumeN/A
Net Assets437.04M
Vanguard Russell 2000 Index I
Price$377.47
Change-$4.27 (-1.12%)
VolumeN/A
Net Assets13.58B
SBRVX vs VRTIX Comparison Chart in %
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SBRVX vs. VRTIX commentary
Oct 08, 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 Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. SBRVX (437M). VRTIX pays higher dividends than SBRVX: VRTIX (1.20) 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 : 13.81 vs. SBRVX (6.85). VRTIX return over 5 years is better than : 55.34 vs. SBRVX (49.60).
| 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 | 9.630 | 11.874 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 13.6B | 3% |
| Annual Yield % from dividends | 0.90 | 1.20 | 75% |
| Returns for 1 year | 6.85 | 13.81 | 50% |
| Returns for 3 years | 43.30 | 47.99 | 90% |
| Returns for 5 years | 49.60 | 55.34 | 90% |
| Returns for 10 years | N/A | 123.07 | - |
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