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SBRVX vs VSCPX
SBRVX vs VSCPX Comparison
Open Charts SBRVX vs VSCPX
Segall Bryant & Hamill Sm Cp Val Ret
Price$16.05
Change-$0.23 (-1.41%)
VolumeN/A
Net Assets437.04M
Vanguard Small Cap Index InstlPlus
Price$353.56
Change-$3.58 (-1.00%)
VolumeN/A
Net Assets162.36B
SBRVX vs VSCPX Comparison Chart in %
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SBRVX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. SBRVX (437M). VSCPX pays higher dividends than SBRVX: VSCPX (1.36) vs SBRVX (0.90). SBRVX was incepted earlier than VSCPX: SBRVX (6 years) vs VSCPX (15 years). SBRVX (1.22) 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 : 10.45 vs. SBRVX (6.85). VSCPX return over 5 years is better than : 59.17 vs. SBRVX (49.60).
| SBRVX | VSCPX | SBRVX / VSCPX | |
| Total Expense Ratio | 1.14 | 0.03 | 3,800% |
| Annual Report Gross Expense Ratio | 1.22 | 0.03 | 4,067% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 9.630 | 7.712 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 162B | 0% |
| Annual Yield % from dividends | 0.90 | 1.36 | 66% |
| Returns for 1 year | 6.85 | 10.45 | 65% |
| Returns for 3 years | 43.30 | 48.69 | 89% |
| Returns for 5 years | 49.60 | 59.17 | 84% |
| Returns for 10 years | N/A | 134.54 | - |
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