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SBHVX vs VSMAX
SBHVX vs VSMAX Comparison
Open Charts SBHVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.53
Change-$0.24 (-1.52%)
VolumeN/A
Net Assets401.31M
Vanguard Small Cap Index Admiral Shares
Price$125.85
Change-$1.71 (-1.34%)
VolumeN/A
Net Assets163.34B
SBHVX vs VSMAX Comparison Chart in %
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SBHVX vs. VSMAX commentary
Dec 13, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 163B vs. SBHVX (401M). VSMAX pays higher dividends than SBHVX: VSMAX (1.32) vs SBHVX (0.97). SBHVX was incepted earlier than VSMAX: SBHVX (12 years) vs VSMAX (25 years). SBHVX (1.00) is less costly to investors than VSMAX (0.05). SBHVX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than SBHVX: VSMAX (3000) vs SBHVX (250000). VSMAX annual gain was more profitable for investors over the last year : 4.24 vs. SBHVX (-0.66). VSMAX return over 5 years is better than : 42.76 vs. SBHVX (25.52).
| SBHVX | VSMAX | SBHVX / VSMAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.00 | 0.05 | 2,000% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 5.910 | 11.031 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 401M | 163B | 0% |
| Annual Yield % from dividends | 0.97 | 1.32 | 74% |
| Returns for 1 year | -0.66 | 4.24 | -15% |
| Returns for 3 years | 26.14 | 41.64 | 63% |
| Returns for 5 years | 25.52 | 42.76 | 60% |
| Returns for 10 years | 57.98 | 153.41 | 38% |
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