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SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$16.05
Change-$0.23 (-1.41%)
VolumeN/A
Net Assets437.04M
Vanguard Small Cap Index Admiral Shares
Price$122.50
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
SBRVX vs VSMAX Comparison Chart in %
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SBRVX vs. VSMAX commentary
Oct 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SBRVX (437M). VSMAX pays higher dividends than SBRVX: VSMAX (1.34) vs SBRVX (0.90). 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 : 10.45 vs. SBRVX (6.85). VSMAX return over 5 years is better than : 59.14 vs. SBRVX (49.60).
| 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 | 9.630 | 7.706 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 162B | 0% |
| Annual Yield % from dividends | 0.90 | 1.34 | 67% |
| Returns for 1 year | 6.85 | 10.45 | 66% |
| Returns for 3 years | 43.30 | 48.67 | 89% |
| Returns for 5 years | 49.60 | 59.14 | 84% |
| Returns for 10 years | N/A | 134.44 | - |
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