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SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$12.24
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets358.75M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
SBRVX vs VSMAX Comparison Chart
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SBRVX vs. VSMAX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. SBRVX (359M). VSMAX pays higher dividends than SBRVX: VSMAX (1.52) vs SBRVX (1.05). SBRVX was incepted earlier than VSMAX: SBRVX (5 years) vs VSMAX (24 years). SBRVX (1.14) is less costly to investors than VSMAX (0.05). 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 : -2.40 vs. SBRVX (-8.19). VSMAX return over 5 years is better than : 66.89 vs. SBRVX (32.70).
| SBRVX | VSMAX | SBRVX / VSMAX | |
| Total Expense Ratio | 1.14 | 0.05 | 2,280% |
| Annual Report Gross Expense Ratio | 1.14 | 0.05 | 2,280% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -17.980 | -14.455 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 143B | 0% |
| Annual Yield % from dividends | 1.05 | 1.52 | 69% |
| Returns for 1 year | -8.19 | -2.40 | 341% |
| Returns for 3 years | -10.94 | 0.56 | -1,964% |
| Returns for 5 years | 32.70 | 66.89 | 49% |
| Returns for 10 years | N/A | 73.68 | - |
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