Segall Bryant & Hamill Small Cap Value Fund (SBHVX) Alternatives
Segall Bryant & Hamill Small Cap Value Fund (SBHVX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SBHVX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SBHVX
SBHVX charges 0.97% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among SBHVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | SBHVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | SBHVX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | SBHVX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | SBHVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | SBHVX vs VSMAX |
Best Risk-Adjusted Alternatives to SBHVX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | SBHVX vs AUERX | |
| DFA International Small Company Portfolio | 89 | Sep 30, 1996 | SBHVX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | SBHVX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | SBHVX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 81 | Jun 30, 1988 | SBHVX vs PRSVX |
Top Performing SBHVX Alternatives (YTD)
SBHVX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | SBHVX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | SBHVX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | SBHVX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | SBHVX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | SBHVX vs RIVSX |
Lowest Volatility Alternatives to SBHVX
SBHVX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.63% | Sep 30, 1996 | SBHVX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | SBHVX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.58% | Nov 1, 1996 | SBHVX vs HFCGX | |
| Boston Trust Small Cap Fund | 19.02% | — | SBHVX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | SBHVX vs CSMDX |
Lowest Drawdown Alternatives to SBHVX
SBHVX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | SBHVX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | SBHVX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | SBHVX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | SBHVX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | SBHVX vs BOSOX |
Other Mutual Funds from Segall Bryant & Hamill
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Compare SBHVX with Any Fund or Stock
Compare SBHVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.