Ad is loading...
SBRVX vs VSCIX
SBRVX vs VSCIX Comparison
Open Charts SBRVX vs VSCIX
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.94
Change-$0.57 (-3.68%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SBRVX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBRVX vs. VSCIX commentary
Dec 19, 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 SBRVX is a StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. SBRVX (531M). VSCIX pays higher dividends than SBRVX: VSCIX (1.43) vs SBRVX (1.19). SBRVX was incepted earlier than VSCIX: SBRVX (5 years) vs VSCIX (27 years). SBRVX is a more actively managed with annual turnover of: 35.00 vs. VSCIX (12.00). SBRVX has a lower initial minimum investment than VSCIX: SBRVX (2500) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 19.59 vs. SBRVX (13.29). VSCIX return over 5 years is better than : 53.99 vs. SBRVX (24.61).
| SBRVX | VSCIX | SBRVX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 12.310 | 18.051 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 531M | 167B | 0% |
| Annual Yield % from dividends | 1.19 | 1.43 | 83% |
| Returns for 1 year | 13.29 | 19.59 | 68% |
| Returns for 3 years | 10.08 | 15.81 | 64% |
| Returns for 5 years | 24.61 | 53.99 | 46% |
| Returns for 10 years | N/A | 125.06 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...