SBRVX
Price
$14.20
Change
+$0.22 (+1.57%)
Updated
Jun 6 closing price
Net Assets
392.15M
VSMAX
Price
$111.64
Change
+$1.26 (+1.14%)
Updated
Jun 6 closing price
Net Assets
147.56B
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SBRVX vs VSMAX

Header iconSBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAXBanner chart's image
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.20
Change+$0.22 (+1.57%)
VolumeN/A
Net Assets392.15M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
SBRVX vs VSMAX Comparison Chart
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VS
SBRVX vs. VSMAX 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 VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SBRVX (392M). VSMAX pays higher dividends than SBRVX: VSMAX (1.48) vs SBRVX (1.04). SBRVX was incepted earlier than VSMAX: SBRVX (6 years) vs VSMAX (25 years). SBRVX (1.22) is less costly to investors than VSMAX (0.05). SBRVX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (13.00). SBRVX has a lower initial minimum investment than VSMAX: SBRVX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 5.16 vs. SBRVX (0.72). VSMAX return over 5 years is better than : 52.39 vs. SBRVX (27.55).
SBRVXVSMAXSBRVX / VSMAX
Total Expense Ratio1.140.052,280%
Annual Report Gross Expense Ratio1.220.052,440%
Fund Existence6 years25 years-
Gain YTD-5.859-4.060144%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets392M148B0%
Annual Yield % from dividends1.041.4871%
Returns for 1 year0.725.1614%
Returns for 3 years7.1216.7143%
Returns for 5 years27.5552.3953%
Returns for 10 yearsN/A96.62-
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