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SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.90
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets403.22M
Vanguard Small Cap Index Admiral Shares
Price$116.71
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
SBRVX vs VSMAX Comparison Chart in %
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SBRVX vs. VSMAX commentary
Jul 18, 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: 153B vs. SBRVX (403M). VSMAX pays higher dividends than SBRVX: VSMAX (1.40) vs SBRVX (0.99). 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 : 4.38 vs. SBRVX (-1.39). VSMAX return over 5 years is better than : 63.22 vs. SBRVX (45.84).
| 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 | -0.202 | 0.316 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 153B | 0% |
| Annual Yield % from dividends | 0.99 | 1.40 | 71% |
| Returns for 1 year | -1.39 | 4.38 | -32% |
| Returns for 3 years | 24.97 | 36.03 | 69% |
| Returns for 5 years | 45.84 | 63.22 | 73% |
| Returns for 10 years | N/A | 105.44 | - |
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