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SBHCX vs VEXPX
SBHCX vs VEXPX Comparison
Open Charts SBHCX vs VEXPX
Segall Bryant & Hamill Small Cap Cre Ret
Price$13.01
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets87.89M
SBHCX vs VEXPX Comparison Chart
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SBHCX vs. VEXPX commentary
Jan 19, 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 SBHCX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.1B vs. SBHCX (87.9M). 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). SBHCX annual gain was more profitable for investors over the last year : 13.27 vs. VEXPX (10.25). SBHCX return over 5 years is better than : 27.64 vs. VEXPX (10.68).
| 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 | 3.748 | 3.297 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.9M | 22.1B | 0% |
| Annual Yield % from dividends | 0.23 | 0.48 | 47% |
| Returns for 1 year | 13.27 | 10.25 | 130% |
| Returns for 3 years | 8.92 | 1.66 | 536% |
| Returns for 5 years | 27.64 | 10.68 | 259% |
| Returns for 10 years | N/A | 32.29 | - |
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