Interact to see
Advertisement
Advertisement
SBHVX vs VISVX
SBHVX vs VISVX Comparison
Open Charts SBHVX vs VISVX
Segall Bryant & Hamill Sm Cp Val Ins
Price$16.76
Change+$0.38 (+2.32%)
VolumeN/A
Net Assets401.67M
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
SBHVX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBHVX vs. VISVX commentary
Dec 05, 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: 58.3B vs. SBHVX (402M). 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). SBHVX annual gain was more profitable for investors over the last year : 0.75 vs. VISVX (-0.42). VISVX return over 5 years is better than : 54.12 vs. SBHVX (33.50).
| 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 | 12.559 | 7.439 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 402M | 58.3B | 1% |
| Annual Yield % from dividends | 0.97 | 1.86 | 52% |
| Returns for 1 year | 0.75 | -0.42 | -178% |
| Returns for 3 years | 28.08 | 27.28 | 103% |
| Returns for 5 years | 33.50 | 54.12 | 62% |
| Returns for 10 years | 58.95 | 114.16 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FIKGX | 131.90 | 2.39 | +1.85% |
| Fidelity Advisor Semiconductors Z | |||
| VIMAX | 361.87 | 2.83 | +0.79% |
| Vanguard Mid Cap Index Admiral | |||
| ERBAX | 21.13 | 0.07 | +0.33% |
| Eaton Vance Equity Strategy A | |||
| SWFCX | 18.78 | 0.03 | +0.16% |
| Touchstone International Value C | |||
| CADRX | 25.66 | -0.05 | -0.19% |
| Columbia Large Cap Growth Opp Inst2 | |||