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NAESX vs SBRVX
NAESX vs SBRVX Comparison
Open Charts NAESX vs SBRVX
Vanguard Small Cap Index I
Price$121.28
Change+$0.95 (+0.79%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Sm Cp Val Ret
Price$16.65
Change+$0.06 (+0.36%)
VolumeN/A
CapitalizationN/A
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NAESX vs SBRVX Comparison Chart
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NAESX vs. SBRVX commentary
Nov 11, 2024
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 StrongBuy and SBRVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. SBRVX (539M). NAESX pays higher dividends than SBRVX: NAESX (1.31) vs SBRVX (1.19). NAESX was incepted earlier than SBRVX: NAESX (64 years) vs SBRVX (5 years). SBRVX is a more actively managed with annual turnover of: 35.00 vs. NAESX (12.00). SBRVX has a lower initial minimum investment than NAESX: SBRVX (2500) vs NAESX (3000). NAESX (40.10) and SBRVX (38.28) have marching annual gain over last year.
| NAESX | SBRVX | NAESX / SBRVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 5 years | - |
| Gain YTD | 18.955 | 20.565 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 539M | 28,015% |
| Annual Yield % from dividends | 1.31 | 1.19 | 110% |
| Returns for 1 year | 40.10 | 38.28 | 105% |
| Returns for 3 years | 7.06 | 3.17 | 223% |
| Returns for 5 years | 60.64 | N/A | - |
| Returns for 10 years | 128.40 | N/A | - |
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