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 a closer substitute for your current allocation.
Cheapest Alternatives to SBHVX
SBHVX charges 0.97% annually. There are 86 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | SBHVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SBHVX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | SBHVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | SBHVX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | SBHVX vs TISBX |
Best Risk-Adjusted Alternatives to SBHVX
SBHVX has a PortfoliosLab risk / return rank of 72. There are 57 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | SBHVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | SBHVX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | SBHVX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | SBHVX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | SBHVX vs RYOTX |
Top Performing SBHVX Alternatives (YTD)
SBHVX is at 23.03% YTD. There are 35 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | SBHVX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | SBHVX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | SBHVX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | SBHVX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | SBHVX vs HASCX |
Lowest Volatility Alternatives to SBHVX
SBHVX has 20.55% 1-year volatility. There are 154 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | SBHVX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | SBHVX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | SBHVX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | SBHVX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | SBHVX vs BOSOX |
Lowest Drawdown Alternatives to SBHVX
SBHVX has a 1-year max drawdown of -12.18%. There are 144 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | SBHVX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SBHVX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | SBHVX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | SBHVX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | SBHVX vs SSCDX |
Other Mutual Funds from Segall Bryant & Hamill
The 10 most viewed Segall Bryant & Hamill mutual funds shown here include SBSIX, WISGX, WTCOX and span 8 categories.
Often Compared With SBHVX
Investors most often compare SBHVX with LMSIX, WTMVX, BIAUX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare SBHVX with Any Fund or Stock
Compare SBHVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SBHVX with funds that move differently
Segall Bryant & Hamill Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBHVX.
Explore SBHVX Diversifiers