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NAESX vs SBRVX
NAESX vs SBRVX Comparison
Open Charts NAESX vs SBRVX
Vanguard Small Cap Index I
Price$115.36
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.81
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets398.14M
NAESX vs SBRVX Comparison Chart in %
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NAESX vs. SBRVX commentary
Aug 08, 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 SBRVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SBRVX (398M). NAESX pays higher dividends than SBRVX: NAESX (1.25) vs SBRVX (0.98). NAESX was incepted earlier than SBRVX: NAESX (65 years) vs SBRVX (6 years). SBRVX (1.22) is less costly to investors than NAESX (0.17). SBRVX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). SBRVX has a lower initial minimum investment than NAESX: SBRVX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 11.53 vs. SBRVX (5.79). NAESX return over 5 years is better than : 55.08 vs. SBRVX (37.66).
| NAESX | SBRVX | NAESX / SBRVX | |
| Total Expense Ratio | 0.17 | 1.14 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.22 | 14% |
| Fund Existence | 65 years | 6 years | - |
| Gain YTD | 0.632 | -0.202 | -313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 398M | 38,693% |
| Annual Yield % from dividends | 1.25 | 0.98 | 128% |
| Returns for 1 year | 11.53 | 5.79 | 199% |
| Returns for 3 years | 24.14 | 18.15 | 133% |
| Returns for 5 years | 55.08 | 37.66 | 146% |
| Returns for 10 years | 111.04 | N/A | - |
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