Ad is loading...
SBHCX vs VEXPX
SBHCX vs VEXPX Comparison
Open Charts SBHCX vs VEXPX
Segall Bryant & Hamill Small Cap Cre Ret
Price$12.41
Change-$0.23 (-1.82%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SBHCX vs VEXPX Comparison Chart
Loading...
SBHCX vs. VEXPX commentary
Sep 08, 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 SBHCX is a Hold and VEXPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.6B vs. SBHCX (80.8M). VEXPX pays higher dividends than SBHCX: VEXPX (0.48) vs SBHCX (0.23). SBHCX was incepted earlier than VEXPX: SBHCX (5 years) vs VEXPX (57 years). SBHCX (41.00) and VEXPX (40.00) have comparable annual turnover. SBHCX has a lower initial minimum investment than VEXPX: SBHCX (2500) vs VEXPX (3000). VEXPX annual gain was more profitable for investors over the last year : 13.89 vs. SBHCX (11.45).
| SBHCX | VEXPX | SBHCX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 57 years | - |
| Gain YTD | 7.210 | 6.060 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8M | 22.6B | 0% |
| Annual Yield % from dividends | 0.23 | 0.48 | 47% |
| Returns for 1 year | 11.45 | 13.89 | 82% |
| Returns for 3 years | -12.00 | -22.35 | 54% |
| Returns for 5 years | N/A | 16.60 | - |
| Returns for 10 years | N/A | 11.95 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...