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SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.47
Change+$0.23 (+1.62%)
VolumeN/A
Net Assets390.49M
Vanguard Small Cap Index Admiral Shares
Price$113.58
Change+$1.56 (+1.39%)
VolumeN/A
Net Assets147.56B
SBRVX vs VSMAX Comparison Chart in %
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SBRVX vs. VSMAX commentary
Jun 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: 148B vs. SBRVX (390M). VSMAX pays higher dividends than SBRVX: VSMAX (1.48) vs SBRVX (1.04). 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 : 7.98 vs. SBRVX (4.38). VSMAX return over 5 years is better than : 68.70 vs. SBRVX (48.07).
| 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 | -4.108 | -2.635 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 148B | 0% |
| Annual Yield % from dividends | 1.04 | 1.48 | 71% |
| Returns for 1 year | 4.38 | 7.98 | 55% |
| Returns for 3 years | 16.34 | 29.40 | 56% |
| Returns for 5 years | 48.07 | 68.70 | 70% |
| Returns for 10 years | N/A | 101.09 | - |
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