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NAESX vs SBRVX
NAESX vs SBRVX Comparison
Open Charts NAESX vs SBRVX
Vanguard Small Cap Index I
Price$122.36
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
Segall Bryant & Hamill Sm Cp Val Ret
Price$16.04
Change-$0.06 (-0.37%)
VolumeN/A
Net Assets416.23M
NAESX vs SBRVX Comparison Chart in %
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NAESX vs. SBRVX commentary
Sep 17, 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 Buy and SBRVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SBRVX (416M). NAESX pays higher dividends than SBRVX: NAESX (1.20) vs SBRVX (0.90). 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 : 10.47 vs. SBRVX (7.48). NAESX return over 5 years is better than : 66.22 vs. SBRVX (56.04).
| 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 | 6.555 | 8.418 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 416M | 38,702% |
| Annual Yield % from dividends | 1.20 | 0.90 | 133% |
| Returns for 1 year | 10.47 | 7.48 | 140% |
| Returns for 3 years | 39.00 | 34.98 | 111% |
| Returns for 5 years | 66.22 | 56.04 | 118% |
| Returns for 10 years | 132.70 | N/A | - |
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