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SBHVX vs VSMAX
SBHVX vs VSMAX Comparison
Open Charts SBHVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ins
Price$16.15
Change+$0.18 (+1.13%)
VolumeN/A
Net Assets410.15M
Vanguard Small Cap Index Admiral Shares
Price$122.14
Change+$1.18 (+0.98%)
VolumeN/A
Net Assets161.26B
SBHVX vs VSMAX Comparison Chart in %
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SBHVX vs. VSMAX commentary
Sep 28, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. SBHVX (410M). VSMAX pays higher dividends than SBHVX: VSMAX (1.31) vs SBHVX (0.99). 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 : 8.03 vs. SBHVX (6.17). VSMAX return over 5 years is better than : 71.73 vs. SBHVX (62.84).
| 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 | 8.462 | 6.240 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 410M | 161B | 0% |
| Annual Yield % from dividends | 0.99 | 1.31 | 75% |
| Returns for 1 year | 6.17 | 8.03 | 77% |
| Returns for 3 years | 45.63 | 50.82 | 90% |
| Returns for 5 years | 62.84 | 71.73 | 88% |
| Returns for 10 years | 64.46 | 148.94 | 43% |
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