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SBRVX vs VSCPX
SBRVX vs VSCPX Comparison
Open Charts SBRVX vs VSCPX
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.90
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets403.22M
Vanguard Small Cap Index InstlPlus
Price$336.84
Change+$3.97 (+1.19%)
VolumeN/A
Net Assets153.28B
SBRVX vs VSCPX Comparison Chart in %
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SBRVX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. SBRVX (403M). VSCPX pays higher dividends than SBRVX: VSCPX (1.42) vs SBRVX (0.99). 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 : 2.43 vs. SBRVX (-1.39). VSCPX return over 5 years is better than : 62.19 vs. SBRVX (45.84).
| 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 | -0.202 | -0.332 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 153B | 0% |
| Annual Yield % from dividends | 0.99 | 1.42 | 70% |
| Returns for 1 year | -1.39 | 2.43 | -57% |
| Returns for 3 years | 24.97 | 34.96 | 71% |
| Returns for 5 years | 45.84 | 62.19 | 74% |
| Returns for 10 years | N/A | 103.57 | - |
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