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SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$13.41
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets389.49M
Vanguard Small Cap Index Admiral Shares
Price$107.02
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets139.54B
SBRVX vs VSMAX Comparison Chart
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SBRVX vs. VSMAX commentary
May 13, 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: 140B vs. SBRVX (389M). VSMAX pays higher dividends than SBRVX: VSMAX (1.56) vs SBRVX (1.11). SBRVX was incepted earlier than VSMAX: SBRVX (5 years) vs VSMAX (25 years). SBRVX (1.14) 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 : 0.37 vs. SBRVX (-5.22). VSMAX return over 5 years is better than : 67.81 vs. SBRVX (36.40).
| 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 | 25 years | - |
| Gain YTD | -9.697 | -6.980 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 140B | 0% |
| Annual Yield % from dividends | 1.11 | 1.56 | 71% |
| Returns for 1 year | -5.22 | 0.37 | -1,398% |
| Returns for 3 years | 10.71 | 22.79 | 47% |
| Returns for 5 years | 36.40 | 67.81 | 54% |
| Returns for 10 years | N/A | 91.55 | - |
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