Interact to see
Advertisement
Advertisement
SBRVX vs VSCIX
SBRVX vs VSCIX Comparison
Open Charts SBRVX vs VSCIX
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.90
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets403.22M
Vanguard Small Cap Index I
Price$116.70
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
SBRVX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBRVX vs. VSCIX commentary
Jul 18, 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: 153B vs. SBRVX (403M). VSCIX pays higher dividends than SBRVX: VSCIX (1.41) vs SBRVX (0.99). 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 : 4.38 vs. SBRVX (-1.39). VSCIX return over 5 years is better than : 63.22 vs. SBRVX (45.84).
| 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 | -0.202 | 0.318 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 153B | 0% |
| Annual Yield % from dividends | 0.99 | 1.41 | 70% |
| Returns for 1 year | -1.39 | 4.38 | -32% |
| Returns for 3 years | 24.97 | 36.02 | 69% |
| Returns for 5 years | 45.84 | 63.22 | 73% |
| Returns for 10 years | N/A | 105.48 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement