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SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$16.04
Change-$0.06 (-0.37%)
VolumeN/A
Net Assets416.23M
Vanguard Small Cap Index Admiral Shares
Price$122.39
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
SBRVX vs VSMAX Comparison Chart in %
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SBRVX vs. VSMAX commentary
Sep 17, 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: 161B vs. SBRVX (416M). VSMAX pays higher dividends than SBRVX: VSMAX (1.31) 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 : 10.49 vs. SBRVX (7.48). VSMAX return over 5 years is better than : 66.40 vs. SBRVX (56.04).
| 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 | 8.418 | 6.588 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 161B | 0% |
| Annual Yield % from dividends | 0.90 | 1.31 | 68% |
| Returns for 1 year | 7.48 | 10.49 | 71% |
| Returns for 3 years | 34.98 | 39.11 | 89% |
| Returns for 5 years | 56.04 | 66.40 | 84% |
| Returns for 10 years | N/A | 133.25 | - |
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