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SBHVX vs VRTIX
SBHVX vs VRTIX Comparison
Open Charts SBHVX vs VRTIX
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.38
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets389.06M
Vanguard Russell 2000 Index I
Price$388.62
Change-$2.09 (-0.53%)
VolumeN/A
Net Assets14.25B
SBHVX vs VRTIX Comparison Chart in %
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SBHVX vs. VRTIX 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 VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. SBHVX (389M). VRTIX pays higher dividends than SBHVX: VRTIX (1.17) vs SBHVX (0.97). 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 (14.00). 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 : 11.46 vs. SBHVX (2.57). VRTIX return over 5 years is better than : 28.56 vs. SBHVX (19.13).
| 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 | 3.291 | 13.890 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 14.3B | 3% |
| Annual Yield % from dividends | 0.97 | 1.17 | 83% |
| Returns for 1 year | 2.57 | 11.46 | 22% |
| Returns for 3 years | 25.99 | 46.71 | 56% |
| Returns for 5 years | 19.13 | 28.56 | 67% |
| Returns for 10 years | 60.85 | 128.00 | 48% |
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