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SBRVX vs VSCIX
SBRVX vs VSCIX Comparison
Open Charts SBRVX vs VSCIX
Segall Bryant & Hamill Sm Cp Val Ret
Price$16.05
Change-$0.23 (-1.41%)
VolumeN/A
Net Assets437.04M
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
SBRVX vs VSCIX Comparison Chart in %
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SBRVX vs. VSCIX 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. SBRVX (437M). VSCIX pays higher dividends than SBRVX: VSCIX (1.35) vs SBRVX (0.90). SBRVX was incepted earlier than VSCIX: SBRVX (6 years) vs VSCIX (28 years). SBRVX (1.22) is less costly to investors than VSCIX (0.04). SBRVX is a more actively managed with annual turnover of: 33.00 vs. VSCIX (13.00). 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 : 10.45 vs. SBRVX (6.85). VSCIX return over 5 years is better than : 59.15 vs. SBRVX (49.60).
| SBRVX | VSCIX | SBRVX / VSCIX | |
| Total Expense Ratio | 1.14 | 0.04 | 2,850% |
| Annual Report Gross Expense Ratio | 1.22 | 0.04 | 3,050% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 9.630 | 7.708 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 162B | 0% |
| Annual Yield % from dividends | 0.90 | 1.35 | 66% |
| Returns for 1 year | 6.85 | 10.45 | 65% |
| Returns for 3 years | 43.30 | 48.67 | 89% |
| Returns for 5 years | 49.60 | 59.15 | 84% |
| Returns for 10 years | N/A | 134.48 | - |
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