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SBRVX vs VSCPX
SBRVX vs VSCPX Comparison
Open Charts SBRVX vs VSCPX
Segall Bryant & Hamill Sm Cp Val Ret
Price$13.41
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets389.49M
Vanguard Small Cap Index InstlPlus
Price$308.88
Change-$0.11 (-0.04%)
VolumeN/A
Net Assets139.54B
SBRVX vs VSCPX Comparison Chart
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SBRVX vs. VSCPX commentary
May 13, 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: 140B vs. SBRVX (389M). VSCPX pays higher dividends than SBRVX: VSCPX (1.58) vs SBRVX (1.11). 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: 33.00 vs. VSCPX (13.00). 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 : 0.38 vs. SBRVX (-5.22). VSCPX return over 5 years is better than : 67.85 vs. SBRVX (36.40).
| 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 | -9.697 | -6.978 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 140B | 0% |
| Annual Yield % from dividends | 1.11 | 1.58 | 70% |
| Returns for 1 year | -5.22 | 0.38 | -1,387% |
| Returns for 3 years | 10.71 | 22.80 | 47% |
| Returns for 5 years | 36.40 | 67.85 | 54% |
| Returns for 10 years | N/A | 91.62 | - |
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