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SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.26
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets516.38M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
SBRVX vs VSMAX Comparison Chart
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SBRVX vs. VSMAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. SBRVX (516M). 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 : 21.26 vs. SBRVX (16.77). VSMAX return over 5 years is better than : 48.99 vs. SBRVX (22.48).
| 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 | 2.761 | 3.369 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 155B | 0% |
| Annual Yield % from dividends | 1.19 | 1.42 | 84% |
| Returns for 1 year | 16.77 | 21.26 | 79% |
| Returns for 3 years | 7.14 | 17.25 | 41% |
| Returns for 5 years | 22.48 | 48.99 | 46% |
| Returns for 10 years | N/A | 127.10 | - |
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