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SBRVX vs VSCIX
SBRVX vs VSCIX Comparison
Open Charts SBRVX vs VSCIX
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.07
Change-$0.28 (-1.95%)
VolumeN/A
Net Assets393M
Vanguard Small Cap Index I
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
SBRVX vs VSCIX Comparison Chart
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FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. SBRVX (393M). VSCIX pays higher dividends than SBRVX: VSCIX (1.49) vs SBRVX (1.04). SBRVX was incepted earlier than VSCIX: SBRVX (6 years) vs VSCIX (28 years). SBRVX (1.22) is less costly to investors than VSCIX (0.04). SBRVX is a more actively managed with annual turnover of: 33.00 vs. VSCIX (13.00). SBRVX has a lower initial minimum investment than VSCIX: SBRVX (2500) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 5.22 vs. SBRVX (1.73). VSCIX return over 5 years is better than : 63.40 vs. SBRVX (39.53).
| SBRVX | VSCIX | SBRVX / VSCIX | |
| Total Expense Ratio | 1.14 | 0.04 | 2,850% |
| Annual Report Gross Expense Ratio | 1.22 | 0.04 | 3,050% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | -5.253 | -4.355 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 148B | 0% |
| Annual Yield % from dividends | 1.04 | 1.49 | 70% |
| Returns for 1 year | 1.73 | 5.22 | 33% |
| Returns for 3 years | 18.45 | 31.38 | 59% |
| Returns for 5 years | 39.53 | 63.40 | 62% |
| Returns for 10 years | N/A | 93.42 | - |
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