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NAESX vs SBHVX
NAESX vs SBHVX Comparison
Open Charts NAESX vs SBHVX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Segall Bryant & Hamill Sm Cp Val Ins
Price$16.16
Change+$0.27 (+1.70%)
VolumeN/A
Net Assets419.14M
NAESX vs SBHVX Comparison Chart in %
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NAESX vs. SBHVX commentary
Sep 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NAESX is a Hold and SBHVX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SBHVX (419M). NAESX pays higher dividends than SBHVX: NAESX (1.20) vs SBHVX (0.99). NAESX was incepted earlier than SBHVX: NAESX (65 years) vs SBHVX (12 years). SBHVX (1.00) is less costly to investors than NAESX (0.17). SBHVX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SBHVX: NAESX (3000) vs SBHVX (250000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. SBHVX (10.55). NAESX return over 5 years is better than : 66.60 vs. SBHVX (53.35).
| NAESX | SBHVX | NAESX / SBHVX | |
| Total Expense Ratio | 0.17 | 0.99 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.00 | 17% |
| Fund Existence | 65 years | 12 years | - |
| Gain YTD | 6.494 | 8.529 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 419M | 38,425% |
| Annual Yield % from dividends | 1.20 | 0.99 | 121% |
| Returns for 1 year | 13.62 | 10.55 | 129% |
| Returns for 3 years | 39.23 | 36.49 | 108% |
| Returns for 5 years | 66.60 | 53.35 | 125% |
| Returns for 10 years | 132.36 | 56.80 | 233% |
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