Interact to see
Advertisement
Advertisement
SBHCX vs VEXPX
SBHCX vs VEXPX Comparison
Open Charts SBHCX vs VEXPX
Segall Bryant & Hamill Small Cap Cre Ret
Price$12.51
Change-$0.08 (-0.64%)
VolumeN/A
Net Assets96.08M
SBHCX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBHCX vs. VEXPX commentary
Jul 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.1B vs. SBHCX (96.1M). VEXPX pays higher dividends than SBHCX: VEXPX (0.40) vs SBHCX (0.21). SBHCX was incepted earlier than VEXPX: SBHCX (6 years) vs VEXPX (58 years). SBHCX (2.46) is less costly to investors than VEXPX (0.44). SBHCX is a more actively managed with annual turnover of: 40.00 vs. VEXPX (35.00). 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 : -0.45 vs. SBHCX (-2.20). SBHCX return over 5 years is better than : 30.53 vs. VEXPX (11.51).
| SBHCX | VEXPX | SBHCX / VEXPX | |
| Total Expense Ratio | 1.14 | 0.44 | 259% |
| Annual Report Gross Expense Ratio | 2.46 | 0.44 | 559% |
| Fund Existence | 6 years | 58 years | - |
| Gain YTD | 0.399 | 1.322 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.1M | 20.1B | 0% |
| Annual Yield % from dividends | 0.21 | 0.40 | 52% |
| Returns for 1 year | -2.20 | -0.45 | 488% |
| Returns for 3 years | 20.35 | 15.92 | 128% |
| Returns for 5 years | 30.53 | 11.51 | 265% |
| Returns for 10 years | N/A | 22.36 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers