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SBHVX vs VRTIX
SBHVX vs VRTIX Comparison
Open Charts SBHVX vs VRTIX
Segall Bryant & Hamill Sm Cp Val Ins
Price$16.72
Change+$0.73 (+4.57%)
VolumeN/A
Net Assets409.66M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
SBHVX vs VRTIX Comparison Chart in %
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SBHVX vs. VRTIX commentary
Feb 04, 2026
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: 14.3B vs. SBHVX (410M). VRTIX pays higher dividends than SBHVX: VRTIX (1.19) vs SBHVX (0.46). SBHVX was incepted earlier than VRTIX: SBHVX (13 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 : 17.71 vs. SBHVX (12.36). SBHVX (23.07) and VRTIX (22.38) have equivalent 5 years return.
| 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 | 13 years | 15 years | - |
| Gain YTD | 11.615 | 6.757 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 410M | 14.3B | 3% |
| Annual Yield % from dividends | 0.46 | 1.19 | 38% |
| Returns for 1 year | 12.36 | 17.71 | 70% |
| Returns for 3 years | 25.10 | 35.16 | 71% |
| Returns for 5 years | 23.07 | 22.38 | 103% |
| Returns for 10 years | 96.36 | 180.76 | 53% |
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