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$12.61
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets95.52M
SBHCX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBHCX vs. VEXPX commentary
Jul 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 SBHCX is a Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. SBHCX (95.5M). 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). SBHCX annual gain was more profitable for investors over the last year : 1.51 vs. VEXPX (0.91). SBHCX return over 5 years is better than : 33.28 vs. VEXPX (12.84).
| 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 | 0.080 | -0.052 | -153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.5M | 19.4B | 0% |
| Annual Yield % from dividends | 0.21 | 0.40 | 52% |
| Returns for 1 year | 1.51 | 0.91 | 166% |
| Returns for 3 years | 25.45 | 20.51 | 124% |
| Returns for 5 years | 33.28 | 12.84 | 259% |
| Returns for 10 years | N/A | 17.77 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers