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SBHVX vs VSCPX
SBHVX vs VSCPX Comparison
Open Charts SBHVX vs VSCPX
Segall Bryant & Hamill Sm Cp Val Ins
Price$16.16
Change+$0.27 (+1.70%)
VolumeN/A
Net Assets419.14M
Vanguard Small Cap Index InstlPlus
Price$353.49
Change+$2.47 (+0.70%)
VolumeN/A
Net Assets161.26B
SBHVX vs VSCPX Comparison Chart in %
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SBHVX vs. VSCPX commentary
Sep 08, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. SBHVX (419M). VSCPX pays higher dividends than SBHVX: VSCPX (1.33) vs SBHVX (0.99). SBHVX was incepted earlier than VSCPX: SBHVX (12 years) vs VSCPX (15 years). SBHVX (1.00) is less costly to investors than VSCPX (0.03). SBHVX is a more actively managed with annual turnover of: 33.00 vs. VSCPX (13.00). SBHVX has a lower initial minimum investment than VSCPX: SBHVX (250000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 13.65 vs. SBHVX (10.82). VSCPX return over 5 years is better than : 66.83 vs. SBHVX (53.73).
| SBHVX | VSCPX | SBHVX / VSCPX | |
| Total Expense Ratio | 0.99 | 0.03 | 3,300% |
| Annual Report Gross Expense Ratio | 1.00 | 0.03 | 3,333% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 8.798 | 6.536 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 419M | 161B | 0% |
| Annual Yield % from dividends | 0.99 | 1.33 | 74% |
| Returns for 1 year | 10.82 | 13.65 | 79% |
| Returns for 3 years | 36.83 | 39.36 | 94% |
| Returns for 5 years | 53.73 | 66.83 | 80% |
| Returns for 10 years | 57.19 | 133.00 | 43% |
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