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SBHVX vs VRTIX
SBHVX vs VRTIX Comparison
Open Charts SBHVX vs VRTIX
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.77
Change-$0.28 (-1.74%)
VolumeN/A
Net Assets414.98M
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
SBHVX vs VRTIX Comparison Chart in %
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SBHVX vs. VRTIX commentary
Nov 14, 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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. SBHVX (415M). VRTIX pays higher dividends than SBHVX: VRTIX (1.18) vs SBHVX (1.00). SBHVX was incepted earlier than VRTIX: SBHVX (12 years) vs VRTIX (15 years). SBHVX (1.00) is less costly to investors than VRTIX (0.07). SBHVX is a more actively managed with annual turnover of: 33.00 vs. VRTIX (12.00). SBHVX has a lower initial minimum investment than VRTIX: SBHVX (250000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 2.86 vs. SBHVX (-2.83). VRTIX return over 5 years is better than : 42.91 vs. SBHVX (39.48).
| SBHVX | VRTIX | SBHVX / VRTIX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.00 | 0.07 | 1,429% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 7.790 | 10.359 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 13.9B | 3% |
| Annual Yield % from dividends | 1.00 | 1.18 | 84% |
| Returns for 1 year | -2.83 | 2.86 | -99% |
| Returns for 3 years | 25.26 | 31.84 | 79% |
| Returns for 5 years | 39.48 | 42.91 | 92% |
| Returns for 10 years | 56.90 | 123.36 | 46% |
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