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SBASX vs VEXPX
SBASX vs VEXPX Comparison
Open Charts SBASX vs VEXPX
Segall Bryant &Hamill Small Cap Cre Ins
Price$11.95
Change+$0.19 (+1.62%)
VolumeN/A
Net Assets79.53M
SBASX vs VEXPX Comparison Chart
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SBASX vs. VEXPX commentary
Jun 04, 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 SBASX is a Hold and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. SBASX (79.5M). VEXPX pays higher dividends than SBASX: VEXPX (0.42) vs SBASX (0.24). SBASX was incepted earlier than VEXPX: SBASX (5 years) vs VEXPX (58 years). SBASX (1.13) is less costly to investors than VEXPX (0.44). SBASX is a more actively managed with annual turnover of: 40.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than SBASX: VEXPX (3000) vs SBASX (250000). SBASX annual gain was more profitable for investors over the last year : -5.25 vs. VEXPX (-5.57). SBASX return over 5 years is better than : 23.26 vs. VEXPX (7.55).
| SBASX | VEXPX | SBASX / VEXPX | |
| Total Expense Ratio | 0.99 | 0.44 | 225% |
| Annual Report Gross Expense Ratio | 1.13 | 0.44 | 257% |
| Fund Existence | 5 years | 58 years | - |
| Gain YTD | -6.815 | -5.472 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.5M | 18.9B | 0% |
| Annual Yield % from dividends | 0.24 | 0.42 | 56% |
| Returns for 1 year | -5.25 | -5.57 | 94% |
| Returns for 3 years | 8.47 | 5.04 | 168% |
| Returns for 5 years | 23.26 | 7.55 | 308% |
| Returns for 10 years | N/A | 9.17 | - |
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