Interact to see
Advertisement
Advertisement
SBRVX vs VRTIX
SBRVX vs VRTIX Comparison
Open Charts SBRVX vs VRTIX
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.99
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets429.05M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
SBRVX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBRVX vs. VRTIX commentary
Oct 18, 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: 13.6B vs. SBRVX (429M). VRTIX pays higher dividends than SBRVX: VRTIX (1.20) 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 : 7.92 vs. SBRVX (2.41). VRTIX return over 5 years is better than : 52.70 vs. SBRVX (47.73).
| 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 | 10.362 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 13.6B | 3% |
| Annual Yield % from dividends | 0.90 | 1.20 | 75% |
| Returns for 1 year | 2.41 | 7.92 | 30% |
| Returns for 3 years | 36.18 | 41.48 | 87% |
| Returns for 5 years | 47.73 | 52.70 | 91% |
| Returns for 10 years | N/A | 120.39 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EFIV | 63.56 | 0.48 | +0.76% |
| SPDR® S&P 500® ESG ETF | |||
| OCTM | 32.30 | 0.01 | +0.03% |
| FT Vest U.S. Equity Max Buffer ETF – Oct | |||
| KCSH | 25.14 | N/A | N/A |
| Kraneshares Sust Ultra Shrt Dur Idx ETF | |||
| FLEU | 32.36 | -0.02 | -0.06% |
| Franklin FTSE Eurozone ETF | |||
| PSF | 20.71 | -0.03 | -0.14% |
| COHEN & STEERS SELECT PREFERRED AND Income FUND | |||