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SBRVX vs VRTIX
SBRVX vs VRTIX Comparison
Open Charts SBRVX vs VRTIX
Segall Bryant & Hamill Sm Cp Val Ret
Price$16.67
Change+$0.73 (+4.58%)
VolumeN/A
Net Assets409.66M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
SBRVX vs VRTIX Comparison Chart in %
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SBRVX vs. VRTIX commentary
Feb 04, 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. SBRVX (410M). VRTIX pays higher dividends than SBRVX: VRTIX (1.19) vs SBRVX (0.31). 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 (14.00). 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 : 17.71 vs. SBRVX (12.14). VRTIX (22.38) and SBRVX (22.09) have equivalent 5 years return.
| 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 | 11.580 | 6.757 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 410M | 14.3B | 3% |
| Annual Yield % from dividends | 0.31 | 1.19 | 26% |
| Returns for 1 year | 12.14 | 17.71 | 69% |
| Returns for 3 years | 24.43 | 35.16 | 69% |
| Returns for 5 years | 22.09 | 22.38 | 99% |
| Returns for 10 years | N/A | 180.76 | - |
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