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SBHVX vs VSIIX
SBHVX vs VSIIX Comparison
Open Charts SBHVX vs VSIIX
Segall Bryant & Hamill Sm Cp Val Ins
Price$16.72
Change+$0.73 (+4.57%)
VolumeN/A
Net Assets409.66M
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
SBHVX vs VSIIX Comparison Chart in %
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SBHVX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. SBHVX (410M). VSIIX pays higher dividends than SBHVX: VSIIX (1.86) vs SBHVX (0.46). SBHVX was incepted earlier than VSIIX: SBHVX (13 years) vs VSIIX (26 years). SBHVX (1.00) is less costly to investors than VSIIX (0.06). SBHVX is a more actively managed with annual turnover of: 33.00 vs. VSIIX (16.00). SBHVX has a lower initial minimum investment than VSIIX: SBHVX (250000) vs VSIIX (5000000). SBHVX (12.36) and VSIIX (12.05) have marching annual gain over last year. VSIIX return over 5 years is better than : 51.14 vs. SBHVX (23.07).
| SBHVX | VSIIX | SBHVX / VSIIX | |
| Total Expense Ratio | 0.99 | 0.06 | 1,650% |
| Annual Report Gross Expense Ratio | 1.00 | 0.06 | 1,667% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 11.615 | 6.545 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 410M | 59.8B | 1% |
| Annual Yield % from dividends | 0.46 | 1.86 | 25% |
| Returns for 1 year | 12.36 | 12.05 | 103% |
| Returns for 3 years | 25.10 | 29.92 | 84% |
| Returns for 5 years | 23.07 | 51.14 | 45% |
| Returns for 10 years | 96.36 | 162.42 | 59% |
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