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SBHVX vs VSCIX
SBHVX vs VSCIX Comparison
Open Charts SBHVX vs VSCIX
Segall Bryant & Hamill Sm Cp Val Ins
Price$14.11
Change-$0.29 (-2.01%)
VolumeN/A
Net Assets393M
Vanguard Small Cap Index I
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
SBHVX vs VSCIX Comparison Chart
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SBHVX vs. VSCIX commentary
Jun 16, 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. SBHVX (393M). VSCIX pays higher dividends than SBHVX: VSCIX (1.49) vs SBHVX (1.15). SBHVX was incepted earlier than VSCIX: SBHVX (12 years) vs VSCIX (28 years). SBHVX (1.00) is less costly to investors than VSCIX (0.04). SBHVX is a more actively managed with annual turnover of: 33.00 vs. VSCIX (13.00). SBHVX has a lower initial minimum investment than VSCIX: SBHVX (250000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 5.22 vs. SBHVX (1.97). VSCIX return over 5 years is better than : 63.40 vs. SBHVX (40.35).
| SBHVX | VSCIX | SBHVX / VSCIX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | -5.238 | -4.355 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 148B | 0% |
| Annual Yield % from dividends | 1.15 | 1.49 | 77% |
| Returns for 1 year | 1.97 | 5.22 | 38% |
| Returns for 3 years | 18.98 | 31.38 | 60% |
| Returns for 5 years | 40.35 | 63.40 | 64% |
| Returns for 10 years | 27.71 | 93.42 | 30% |
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