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SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.42
Change-$0.11 (-0.71%)
VolumeN/A
Net Assets405.27M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SBRVX vs VSMAX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. SBRVX (405M). VSMAX pays higher dividends than SBRVX: VSMAX (1.37) vs SBRVX (0.98). 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 : 9.17 vs. SBRVX (5.24). VSMAX return over 5 years is better than : 57.73 vs. SBRVX (41.57).
| 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 | 3.838 | 2.517 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 405M | 154B | 0% |
| Annual Yield % from dividends | 0.98 | 1.37 | 71% |
| Returns for 1 year | 5.24 | 9.17 | 57% |
| Returns for 3 years | 16.67 | 20.48 | 81% |
| Returns for 5 years | 41.57 | 57.73 | 72% |
| Returns for 10 years | N/A | 113.12 | - |
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