SBRVX
Price
$15.22
Change
+$0.12 (+0.79%)
Updated
Jul 25 closing price
Net Assets
411.77M
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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SBRVX vs VSMAX

Header iconSBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAXBanner chart's image
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).
SBRVXVSMAXSBRVX / VSMAX
Total Expense Ratio1.140.052,280%
Annual Report Gross Expense Ratio1.220.052,440%
Fund Existence6 years25 years-
Gain YTD2.4922.80489%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets412M153B0%
Annual Yield % from dividends0.991.4071%
Returns for 1 year1.878.4922%
Returns for 3 years24.1534.2770%
Returns for 5 years48.3566.8772%
Returns for 10 yearsN/A115.21-
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