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SBRVX vs VSMAX
SBRVX vs VSMAX Comparison
Open Charts SBRVX vs VSMAX
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.91
Change-$0.16 (-1.00%)
VolumeN/A
Net Assets414.24M
Vanguard Small Cap Index Admiral Shares
Price$120.96
Change-$1.21 (-0.99%)
VolumeN/A
Net Assets161.26B
SBRVX vs VSMAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. SBRVX (414M). VSMAX pays higher dividends than SBRVX: VSMAX (1.31) vs SBRVX (0.90). 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 : 6.99 vs. SBRVX (5.81). VSMAX return over 5 years is better than : 70.07 vs. SBRVX (61.54).
| 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 | 8.215 | 5.214 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 161B | 0% |
| Annual Yield % from dividends | 0.90 | 1.31 | 68% |
| Returns for 1 year | 5.81 | 6.99 | 83% |
| Returns for 3 years | 44.68 | 49.36 | 91% |
| Returns for 5 years | 61.54 | 70.07 | 88% |
| Returns for 10 years | N/A | 146.54 | - |
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