Interact to see
Advertisement
Advertisement
SBRVX vs VSCPX
SBRVX vs VSCPX Comparison
Open Charts SBRVX vs VSCPX
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.47
Change+$0.23 (+1.62%)
VolumeN/A
Net Assets390.49M
Vanguard Small Cap Index InstlPlus
Price$327.83
Change+$4.49 (+1.39%)
VolumeN/A
Net Assets147.56B
SBRVX vs VSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBRVX vs. VSCPX commentary
Jun 28, 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: 148B vs. SBRVX (390M). VSCPX pays higher dividends than SBRVX: VSCPX (1.50) vs SBRVX (1.04). 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 : 7.98 vs. SBRVX (4.38). VSCPX return over 5 years is better than : 68.76 vs. SBRVX (48.07).
| 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 | -4.108 | -2.623 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 148B | 0% |
| Annual Yield % from dividends | 1.04 | 1.50 | 70% |
| Returns for 1 year | 4.38 | 7.98 | 55% |
| Returns for 3 years | 16.34 | 29.42 | 56% |
| Returns for 5 years | 48.07 | 68.76 | 70% |
| Returns for 10 years | N/A | 101.18 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SHDPX | 9.37 | 0.11 | +1.19% |
| American Beacon Shapiro SMID Cap Eq Inv | |||
| IYGIX | 40.97 | 0.19 | +0.47% |
| Macquarie Large Cap Growth Fund I | |||
| WAGOX | 4.37 | N/A | N/A |
| Wasatch Global Opportunities Investor | |||
| NWJEX | 109.23 | N/A | N/A |
| Nationwide NYSE Arca Tech 100 Idx R6 | |||
| ACFNX | 73.73 | N/A | N/A |
| American Century Focused Dynamic Gr R6 | |||