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SBRVX vs VISVX
SBRVX vs VISVX Comparison
Open Charts SBRVX vs VISVX
Segall Bryant & Hamill Sm Cp Val Ret
Price$16.19
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets407.2M
Vanguard Small Cap Value Index I
Price$53.52
Change+$0.30 (+0.56%)
VolumeN/A
Net Assets59.85B
SBRVX vs VISVX Comparison Chart in %
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SBRVX vs. VISVX commentary
Jan 15, 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 SBRVX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. SBRVX (407M). VISVX pays higher dividends than SBRVX: VISVX (1.84) vs SBRVX (0.34). SBRVX was incepted earlier than VISVX: SBRVX (6 years) vs VISVX (28 years). SBRVX (1.22) is less costly to investors than VISVX (0.19). SBRVX is a more actively managed with annual turnover of: 33.00 vs. VISVX (16.00). SBRVX has a lower initial minimum investment than VISVX: SBRVX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 12.23 vs. SBRVX (9.13). VISVX return over 5 years is better than : 51.12 vs. SBRVX (19.68).
| SBRVX | VISVX | SBRVX / VISVX | |
| Total Expense Ratio | 1.14 | 0.19 | 600% |
| Annual Report Gross Expense Ratio | 1.22 | 0.19 | 642% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 8.367 | 5.354 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 407M | 59.8B | 1% |
| Annual Yield % from dividends | 0.34 | 1.84 | 18% |
| Returns for 1 year | 9.13 | 12.23 | 75% |
| Returns for 3 years | 25.22 | 34.31 | 73% |
| Returns for 5 years | 19.68 | 51.12 | 38% |
| Returns for 10 years | N/A | 161.21 | - |
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