Interact to see
Advertisement
Advertisement
SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.94
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets416M
Vanguard Small Cap Index Admiral Shares
Price$120.47
Change+$0.43 (+0.36%)
VolumeN/A
Net Assets154.18B
SBRVX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBRVX vs. VSMAX commentary
Aug 28, 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: 154B vs. SBRVX (416M). 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 : 7.97 vs. SBRVX (4.76). VSMAX return over 5 years is better than : 60.39 vs. SBRVX (49.13).
| 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 | 6.936 | 4.413 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 154B | 0% |
| Annual Yield % from dividends | 0.98 | 1.37 | 71% |
| Returns for 1 year | 4.76 | 7.97 | 60% |
| Returns for 3 years | 26.80 | 30.04 | 89% |
| Returns for 5 years | 49.13 | 60.39 | 81% |
| Returns for 10 years | N/A | 127.62 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement