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SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.94
Change-$0.57 (-3.68%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SBRVX vs VSMAX Comparison Chart
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SBRVX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SBRVX (531M). VSMAX pays higher dividends than SBRVX: VSMAX (1.42) vs SBRVX (1.19). SBRVX was incepted earlier than VSMAX: SBRVX (5 years) vs VSMAX (24 years). SBRVX is a more actively managed with annual turnover of: 35.00 vs. VSMAX (12.00). 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 : 19.58 vs. SBRVX (13.29). VSMAX return over 5 years is better than : 53.97 vs. SBRVX (24.61).
| SBRVX | VSMAX | SBRVX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 12.310 | 18.049 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 531M | 167B | 0% |
| Annual Yield % from dividends | 1.19 | 1.42 | 84% |
| Returns for 1 year | 13.29 | 19.58 | 68% |
| Returns for 3 years | 10.08 | 15.80 | 64% |
| Returns for 5 years | 24.61 | 53.97 | 46% |
| Returns for 10 years | N/A | 125.00 | - |