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SBRVX vs VRTIX
SBRVX vs VRTIX Comparison
Open Charts SBRVX vs VRTIX
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.71
Change-$0.28 (-1.75%)
VolumeN/A
Net Assets414.98M
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
SBRVX vs VRTIX Comparison Chart in %
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SBRVX vs. VRTIX commentary
Nov 14, 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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. SBRVX (415M). VRTIX pays higher dividends than SBRVX: VRTIX (1.18) vs SBRVX (0.90). SBRVX was incepted earlier than VRTIX: SBRVX (6 years) vs VRTIX (15 years). SBRVX (1.22) is less costly to investors than VRTIX (0.07). SBRVX is a more actively managed with annual turnover of: 33.00 vs. VRTIX (12.00). SBRVX has a lower initial minimum investment than VRTIX: SBRVX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 2.86 vs. SBRVX (-3.00). VRTIX return over 5 years is better than : 42.91 vs. SBRVX (38.51).
| SBRVX | VRTIX | SBRVX / VRTIX | |
| Total Expense Ratio | 1.14 | 0.07 | 1,629% |
| Annual Report Gross Expense Ratio | 1.22 | 0.07 | 1,743% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 7.677 | 10.359 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 13.9B | 3% |
| Annual Yield % from dividends | 0.90 | 1.18 | 76% |
| Returns for 1 year | -3.00 | 2.86 | -105% |
| Returns for 3 years | 24.57 | 31.84 | 77% |
| Returns for 5 years | 38.51 | 42.91 | 90% |
| Returns for 10 years | N/A | 123.36 | - |
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