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SBRVX vs VISVX
SBRVX vs VISVX Comparison
Open Charts SBRVX vs VISVX
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.46
Change-$0.24 (-1.53%)
VolumeN/A
Net Assets401.31M
Vanguard Small Cap Value Index I
Price$51.80
Change-$0.49 (-0.94%)
VolumeN/A
Net Assets59.64B
SBRVX vs VISVX Comparison Chart in %
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SBRVX vs. VISVX 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 SBRVX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. SBRVX (401M). VISVX pays higher dividends than SBRVX: VISVX (1.86) vs SBRVX (0.88). 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 : 3.65 vs. SBRVX (-0.89). VISVX return over 5 years is better than : 58.60 vs. SBRVX (24.65).
| 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 | 5.724 | 10.394 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 401M | 59.6B | 1% |
| Annual Yield % from dividends | 0.88 | 1.86 | 48% |
| Returns for 1 year | -0.89 | 3.65 | -24% |
| Returns for 3 years | 25.46 | 35.10 | 73% |
| Returns for 5 years | 24.65 | 58.60 | 42% |
| Returns for 10 years | N/A | 132.80 | - |
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