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SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.38
Change-$0.20 (-1.28%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
SBRVX vs VSMAX Comparison Chart
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SBRVX vs. VSMAX commentary
Sep 21, 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: 149B vs. SBRVX (511M). 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 : 25.54 vs. SBRVX (22.03).
| 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 | 11.369 | 10.898 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 149B | 0% |
| Annual Yield % from dividends | 1.19 | 1.42 | 84% |
| Returns for 1 year | 22.03 | 25.54 | 86% |
| Returns for 3 years | 9.09 | 8.91 | 102% |
| Returns for 5 years | N/A | 53.45 | - |
| Returns for 10 years | N/A | 121.55 | - |
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