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SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.07
Change+$0.09 (+0.60%)
VolumeN/A
Net Assets411.69M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SBRVX vs VSMAX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B 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 : 12.25 vs. SBRVX (9.82). VSMAX return over 5 years is better than : 69.54 vs. SBRVX (50.46).
| 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 | 1.481 | 1.447 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 412M | 148B | 0% |
| Annual Yield % from dividends | 0.99 | 1.40 | 71% |
| Returns for 1 year | 9.82 | 12.25 | 80% |
| Returns for 3 years | 25.12 | 37.95 | 66% |
| Returns for 5 years | 50.46 | 69.54 | 73% |
| Returns for 10 years | N/A | 109.34 | - |
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