Ad is loading...
Ad is loading...
SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$16.18
Change-$0.19 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
SBRVX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBRVX vs. VSMAX commentary
Nov 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. SBRVX (521M). 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 : 30.28 vs. SBRVX (28.38).
| 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 | 17.161 | 15.803 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 521M | 151B | 0% |
| Annual Yield % from dividends | 1.19 | 1.42 | 84% |
| Returns for 1 year | 28.38 | 30.28 | 94% |
| Returns for 3 years | 2.32 | 4.74 | 49% |
| Returns for 5 years | N/A | 55.62 | - |
| Returns for 10 years | N/A | 123.30 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers