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SBRVX vs VSCIX
SBRVX vs VSCIX Comparison
Open Charts SBRVX vs VSCIX
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.47
Change+$0.23 (+1.62%)
VolumeN/A
Net Assets390.49M
Vanguard Small Cap Index I
Price$113.58
Change+$1.56 (+1.39%)
VolumeN/A
Net Assets147.56B
SBRVX vs VSCIX Comparison Chart in %
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SBRVX vs. VSCIX commentary
Jun 28, 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 StrongBuy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. SBRVX (390M). VSCIX pays higher dividends than SBRVX: VSCIX (1.49) vs SBRVX (1.04). 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 : 7.98 vs. SBRVX (4.38). VSCIX return over 5 years is better than : 68.74 vs. SBRVX (48.07).
| 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 | -4.108 | -2.626 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 148B | 0% |
| Annual Yield % from dividends | 1.04 | 1.49 | 70% |
| Returns for 1 year | 4.38 | 7.98 | 55% |
| Returns for 3 years | 16.34 | 29.41 | 56% |
| Returns for 5 years | 48.07 | 68.74 | 70% |
| Returns for 10 years | N/A | 101.13 | - |
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