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SBRVX vs VSCPX
SBRVX vs VSCPX Comparison
Open Charts SBRVX vs VSCPX
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.94
Change-$0.57 (-3.68%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
SBRVX vs VSCPX Comparison Chart
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SBRVX vs. VSCPX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. SBRVX (531M). VSCPX pays higher dividends than SBRVX: VSCPX (1.44) vs SBRVX (1.19). SBRVX was incepted earlier than VSCPX: SBRVX (5 years) vs VSCPX (14 years). SBRVX is a more actively managed with annual turnover of: 35.00 vs. VSCPX (12.00). 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 : 19.60 vs. SBRVX (13.29). VSCPX return over 5 years is better than : 54.01 vs. SBRVX (24.61).
| SBRVX | VSCPX | SBRVX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 12.310 | 18.058 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 531M | 167B | 0% |
| Annual Yield % from dividends | 1.19 | 1.44 | 83% |
| Returns for 1 year | 13.29 | 19.60 | 68% |
| Returns for 3 years | 10.08 | 15.81 | 64% |
| Returns for 5 years | 24.61 | 54.01 | 46% |
| Returns for 10 years | N/A | 125.14 | - |