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SBRVX vs VSCPX
SBRVX vs VSCPX Comparison
Open Charts SBRVX vs VSCPX
Segall Bryant & Hamill Sm Cp Val Ret
Price$12.24
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets358.75M
Vanguard Small Cap Index InstlPlus
Price$286.51
Change+$2.44 (+0.86%)
VolumeN/A
Net Assets143.36B
SBRVX vs VSCPX Comparison Chart
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SBRVX vs. VSCPX commentary
Apr 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. SBRVX (359M). VSCPX pays higher dividends than SBRVX: VSCPX (1.54) vs SBRVX (1.05). SBRVX was incepted earlier than VSCPX: SBRVX (5 years) vs VSCPX (14 years). SBRVX (1.14) is less costly to investors than VSCPX (0.03). SBRVX is a more actively managed with annual turnover of: 35.00 vs. VSCPX (12.00). SBRVX has a lower initial minimum investment than VSCPX: SBRVX (2500) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -2.39 vs. SBRVX (-8.19). VSCPX return over 5 years is better than : 66.94 vs. SBRVX (32.70).
| SBRVX | VSCPX | SBRVX / VSCPX | |
| Total Expense Ratio | 1.14 | 0.03 | 3,800% |
| Annual Report Gross Expense Ratio | 1.14 | 0.03 | 3,800% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | -17.980 | -14.450 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 143B | 0% |
| Annual Yield % from dividends | 1.05 | 1.54 | 68% |
| Returns for 1 year | -8.19 | -2.39 | 343% |
| Returns for 3 years | -10.94 | 0.58 | -1,897% |
| Returns for 5 years | 32.70 | 66.94 | 49% |
| Returns for 10 years | N/A | 73.76 | - |
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