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SBRVX vs VSCIX
SBRVX vs VSCIX Comparison
Open Charts SBRVX vs VSCIX
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.42
Change-$0.11 (-0.71%)
VolumeN/A
Net Assets405.27M
Vanguard Small Cap Index I
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SBRVX vs VSCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. SBRVX (405M). VSCIX pays higher dividends than SBRVX: VSCIX (1.38) vs SBRVX (0.98). 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 : 9.18 vs. SBRVX (5.24). VSCIX return over 5 years is better than : 57.74 vs. SBRVX (41.57).
| 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 | 3.838 | 2.527 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 405M | 154B | 0% |
| Annual Yield % from dividends | 0.98 | 1.38 | 71% |
| Returns for 1 year | 5.24 | 9.18 | 57% |
| Returns for 3 years | 16.67 | 20.49 | 81% |
| Returns for 5 years | 41.57 | 57.74 | 72% |
| Returns for 10 years | N/A | 113.17 | - |
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