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SBRVX vs VSCPX
SBRVX vs VSCPX Comparison
Open Charts SBRVX vs VSCPX
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.71
Change-$0.28 (-1.75%)
VolumeN/A
Net Assets414.98M
Vanguard Small Cap Index InstlPlus
Price$346.17
Change-$7.85 (-2.22%)
VolumeN/A
Net Assets161.58B
SBRVX vs VSCPX Comparison Chart in %
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SBRVX vs. VSCPX commentary
Nov 14, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. SBRVX (415M). VSCPX pays higher dividends than SBRVX: VSCPX (1.36) vs SBRVX (0.90). SBRVX was incepted earlier than VSCPX: SBRVX (6 years) vs VSCPX (15 years). SBRVX (1.22) is less costly to investors than VSCPX (0.03). SBRVX is a more actively managed with annual turnover of: 33.00 vs. VSCPX (13.00). SBRVX has a lower initial minimum investment than VSCPX: SBRVX (2500) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 1.46 vs. SBRVX (-3.00). VSCPX return over 5 years is better than : 48.44 vs. SBRVX (38.51).
| SBRVX | VSCPX | SBRVX / VSCPX | |
| Total Expense Ratio | 1.14 | 0.03 | 3,800% |
| Annual Report Gross Expense Ratio | 1.22 | 0.03 | 4,067% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 7.677 | 6.771 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 162B | 0% |
| Annual Yield % from dividends | 0.90 | 1.36 | 67% |
| Returns for 1 year | -3.00 | 1.46 | -206% |
| Returns for 3 years | 24.57 | 33.28 | 74% |
| Returns for 5 years | 38.51 | 48.44 | 80% |
| Returns for 10 years | N/A | 138.39 | - |
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