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NAESX vs SBHVX
NAESX vs SBHVX Comparison
Open Charts NAESX vs SBHVX
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.35
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets403M
NAESX vs SBHVX Comparison Chart in %
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NAESX vs. SBHVX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SBHVX (403M). NAESX pays higher dividends than SBHVX: NAESX (1.22) vs SBHVX (1.00). 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 : -0.55 vs. SBHVX (-4.68). NAESX return over 5 years is better than : 39.03 vs. SBHVX (29.96).
| 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 | 2.218 | 2.888 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 403M | 40,199% |
| Annual Yield % from dividends | 1.22 | 1.00 | 123% |
| Returns for 1 year | -0.55 | -4.68 | 12% |
| Returns for 3 years | 29.75 | 20.11 | 148% |
| Returns for 5 years | 39.03 | 29.96 | 130% |
| Returns for 10 years | 121.66 | 46.35 | 262% |
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