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NAESX vs SBRVX
NAESX vs SBRVX Comparison
Open Charts NAESX vs SBRVX
Vanguard Small Cap Index I
Price$121.16
Change+$0.71 (+0.59%)
VolumeN/A
Net Assets154.18B
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.94
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets416M
NAESX vs SBRVX Comparison Chart in %
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NAESX vs. SBRVX commentary
Aug 28, 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: 154B vs. SBRVX (416M). 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 : 8.70 vs. SBRVX (4.76). NAESX return over 5 years is better than : 59.67 vs. SBRVX (49.13).
| 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 | 4.764 | 6.936 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 416M | 37,019% |
| Annual Yield % from dividends | 1.25 | 0.98 | 128% |
| Returns for 1 year | 8.70 | 4.76 | 183% |
| Returns for 3 years | 30.41 | 26.80 | 113% |
| Returns for 5 years | 59.67 | 49.13 | 121% |
| Returns for 10 years | 127.87 | N/A | - |
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