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SBRVX vs VRTIX
SBRVX vs VRTIX Comparison
Open Charts SBRVX vs VRTIX
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.46
Change-$0.24 (-1.53%)
VolumeN/A
Net Assets401.31M
Vanguard Russell 2000 Index I
Price$392.58
Change-$6.01 (-1.51%)
VolumeN/A
Net Assets14.25B
SBRVX vs VRTIX Comparison Chart in %
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SBRVX vs. VRTIX 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 VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. SBRVX (401M). VRTIX pays higher dividends than SBRVX: VRTIX (1.17) vs SBRVX (0.88). 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 : 8.63 vs. SBRVX (-0.89). VRTIX return over 5 years is better than : 37.86 vs. SBRVX (24.65).
| 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 | 5.724 | 16.812 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 401M | 14.3B | 3% |
| Annual Yield % from dividends | 0.88 | 1.17 | 75% |
| Returns for 1 year | -0.89 | 8.63 | -10% |
| Returns for 3 years | 25.46 | 44.22 | 58% |
| Returns for 5 years | 24.65 | 37.86 | 65% |
| Returns for 10 years | N/A | 142.59 | - |
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