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SBHVX vs VRTIX
SBHVX vs VRTIX Comparison
Open Charts SBHVX vs VRTIX
Segall Bryant & Hamill Sm Cp Val Ins
Price$16.05
Change-$0.06 (-0.37%)
VolumeN/A
Net Assets429.05M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
SBHVX vs VRTIX Comparison Chart in %
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SBHVX vs. VRTIX commentary
Oct 18, 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: 13.6B vs. SBHVX (429M). VRTIX pays higher dividends than SBHVX: VRTIX (1.20) vs SBHVX (0.99). 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 : 7.92 vs. SBHVX (2.64). VRTIX return over 5 years is better than : 52.70 vs. SBHVX (48.75).
| 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 | 10.362 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 13.6B | 3% |
| Annual Yield % from dividends | 0.99 | 1.20 | 82% |
| Returns for 1 year | 2.64 | 7.92 | 33% |
| Returns for 3 years | 36.80 | 41.48 | 89% |
| Returns for 5 years | 48.75 | 52.70 | 93% |
| Returns for 10 years | 54.03 | 120.39 | 45% |
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