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SBHVX vs VSIAX
SBHVX vs VSIAX Comparison
Open Charts SBHVX vs VSIAX
Segall Bryant & Hamill Sm Cp Val Ins
Price$16.76
Change+$0.38 (+2.32%)
VolumeN/A
Net Assets401.67M
Vanguard Small Cap Value Index Admiral
Price$91.20
Change+$0.97 (+1.08%)
VolumeN/A
Net Assets58.35B
SBHVX vs VSIAX Comparison Chart in %
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SBHVX vs. VSIAX commentary
Dec 05, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. SBHVX (402M). VSIAX pays higher dividends than SBHVX: VSIAX (1.97) vs SBHVX (0.97). SBHVX was incepted earlier than VSIAX: SBHVX (12 years) vs VSIAX (14 years). SBHVX (1.00) is less costly to investors than VSIAX (0.07). SBHVX is a more actively managed with annual turnover of: 33.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than SBHVX: VSIAX (3000) vs SBHVX (250000). SBHVX annual gain was more profitable for investors over the last year : 0.75 vs. VSIAX (-0.40). VSIAX return over 5 years is better than : 54.28 vs. SBHVX (33.50).
| SBHVX | VSIAX | SBHVX / VSIAX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.00 | 0.07 | 1,429% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 12.559 | 7.497 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 402M | 58.3B | 1% |
| Annual Yield % from dividends | 0.97 | 1.97 | 49% |
| Returns for 1 year | 0.75 | -0.40 | -188% |
| Returns for 3 years | 28.08 | 27.39 | 102% |
| Returns for 5 years | 33.50 | 54.28 | 62% |
| Returns for 10 years | 58.95 | 114.74 | 51% |
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