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SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.81
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets398.14M
Vanguard Small Cap Index Admiral Shares
Price$115.38
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
SBRVX vs VSMAX Comparison Chart in %
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SBRVX vs. VSMAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. SBRVX (398M). VSMAX pays higher dividends than SBRVX: VSMAX (1.37) vs SBRVX (0.98). 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 : 11.56 vs. SBRVX (5.79). VSMAX return over 5 years is better than : 55.27 vs. SBRVX (37.66).
| SBRVX | VSMAX | SBRVX / VSMAX | |
| Total Expense Ratio | 1.14 | 0.05 | 2,280% |
| Annual Report Gross Expense Ratio | 1.22 | 0.05 | 2,440% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -0.202 | 0.656 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 398M | 154B | 0% |
| Annual Yield % from dividends | 0.98 | 1.37 | 71% |
| Returns for 1 year | 5.79 | 11.56 | 50% |
| Returns for 3 years | 18.15 | 24.25 | 75% |
| Returns for 5 years | 37.66 | 55.27 | 68% |
| Returns for 10 years | N/A | 111.53 | - |
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