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SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.22
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets411.77M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SBRVX vs VSMAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SBRVX (412M). VSMAX pays higher dividends than SBRVX: VSMAX (1.40) vs SBRVX (0.99). SBRVX was incepted earlier than VSMAX: SBRVX (6 years) vs VSMAX (25 years). SBRVX (1.22) is less costly to investors than VSMAX (0.05). SBRVX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (13.00). SBRVX has a lower initial minimum investment than VSMAX: SBRVX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. SBRVX (1.87). VSMAX return over 5 years is better than : 66.87 vs. SBRVX (48.35).
| SBRVX | VSMAX | SBRVX / VSMAX | |
| Total Expense Ratio | 1.14 | 0.05 | 2,280% |
| Annual Report Gross Expense Ratio | 1.22 | 0.05 | 2,440% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 2.492 | 2.804 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 412M | 153B | 0% |
| Annual Yield % from dividends | 0.99 | 1.40 | 71% |
| Returns for 1 year | 1.87 | 8.49 | 22% |
| Returns for 3 years | 24.15 | 34.27 | 70% |
| Returns for 5 years | 48.35 | 66.87 | 72% |
| Returns for 10 years | N/A | 115.21 | - |
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