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SBHVX vs VISVX
SBHVX vs VISVX Comparison
Open Charts SBHVX vs VISVX
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.38
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets389.06M
Vanguard Small Cap Value Index I
Price$51.64
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets59.64B
SBHVX vs VISVX Comparison Chart in %
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SBHVX vs. VISVX commentary
Dec 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 SBHVX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. SBHVX (389M). VISVX pays higher dividends than SBHVX: VISVX (1.86) vs SBHVX (0.97). SBHVX was incepted earlier than VISVX: SBHVX (12 years) vs VISVX (28 years). SBHVX (1.00) is less costly to investors than VISVX (0.19). SBHVX is a more actively managed with annual turnover of: 33.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than SBHVX: VISVX (3000) vs SBHVX (250000). VISVX annual gain was more profitable for investors over the last year : 7.55 vs. SBHVX (2.57). VISVX return over 5 years is better than : 54.54 vs. SBHVX (19.13).
| SBHVX | VISVX | SBHVX / VISVX | |
| Total Expense Ratio | 0.99 | 0.19 | 521% |
| Annual Report Gross Expense Ratio | 1.00 | 0.19 | 526% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 3.291 | 9.022 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 59.6B | 1% |
| Annual Yield % from dividends | 0.97 | 1.86 | 52% |
| Returns for 1 year | 2.57 | 7.55 | 34% |
| Returns for 3 years | 25.99 | 37.02 | 70% |
| Returns for 5 years | 19.13 | 54.54 | 35% |
| Returns for 10 years | 60.85 | 123.25 | 49% |
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