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SBASX vs VEXPX
SBASX vs VEXPX Comparison
Open Charts SBASX vs VEXPX
Segall Bryant &Hamill Small Cap Cre Ins
Price$11.01
Change-$0.73 (-6.22%)
VolumeN/A
Net Assets78.75M
SBASX vs VEXPX Comparison Chart
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SBASX vs. VEXPX commentary
Apr 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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 21.4B vs. SBASX (78.8M). VEXPX pays higher dividends than SBASX: VEXPX (0.44) vs SBASX (0.24). SBASX was incepted earlier than VEXPX: SBASX (5 years) vs VEXPX (57 years). SBASX (1.20) is less costly to investors than VEXPX (0.45). SBASX is a more actively managed with annual turnover of: 41.00 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 : -5.18 vs. VEXPX (-8.23). SBASX return over 5 years is better than : 64.23 vs. VEXPX (51.18).
| SBASX | VEXPX | SBASX / VEXPX | |
| Total Expense Ratio | 0.99 | 0.45 | 220% |
| Annual Report Gross Expense Ratio | 1.20 | 0.45 | 267% |
| Fund Existence | 5 years | 57 years | - |
| Gain YTD | -6.973 | -7.081 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.8M | 21.4B | 0% |
| Annual Yield % from dividends | 0.24 | 0.44 | 55% |
| Returns for 1 year | -5.18 | -8.23 | 63% |
| Returns for 3 years | -0.96 | -8.56 | 11% |
| Returns for 5 years | 64.23 | 51.18 | 126% |
| Returns for 10 years | N/A | 8.03 | - |
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