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SBRVX vs VSCPX
SBRVX vs VSCPX Comparison
Open Charts SBRVX vs VSCPX
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.20
Change+$0.22 (+1.57%)
VolumeN/A
Net Assets392.15M
Vanguard Small Cap Index InstlPlus
Price$322.22
Change+$3.63 (+1.14%)
VolumeN/A
Net Assets147.56B
SBRVX vs VSCPX Comparison Chart
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SBRVX vs. VSCPX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. SBRVX (392M). VSCPX pays higher dividends than SBRVX: VSCPX (1.50) vs SBRVX (1.04). SBRVX was incepted earlier than VSCPX: SBRVX (6 years) vs VSCPX (14 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 : 5.16 vs. SBRVX (0.72). VSCPX return over 5 years is better than : 52.42 vs. SBRVX (27.55).
| 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 | 14 years | - |
| Gain YTD | -5.859 | -4.054 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 148B | 0% |
| Annual Yield % from dividends | 1.04 | 1.50 | 70% |
| Returns for 1 year | 0.72 | 5.16 | 14% |
| Returns for 3 years | 7.12 | 16.73 | 43% |
| Returns for 5 years | 27.55 | 52.42 | 53% |
| Returns for 10 years | N/A | 96.69 | - |
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