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SBHCX vs VEXPX
SBHCX vs VEXPX Comparison
Open Charts SBHCX vs VEXPX
Segall Bryant & Hamill Small Cap Cre Ret
Price$12.75
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets97.28M
SBHCX vs VEXPX Comparison Chart in %
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SBHCX vs. VEXPX commentary
Sep 17, 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: 20.5B vs. SBHCX (97.3M). VEXPX pays higher dividends than SBHCX: VEXPX (0.39) vs SBHCX (0.20). 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 : 0.22 vs. SBHCX (-0.80). SBHCX return over 5 years is better than : 29.56 vs. VEXPX (12.19).
| 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 | 1.914 | 4.837 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.3M | 20.5B | 0% |
| Annual Yield % from dividends | 0.20 | 0.39 | 52% |
| Returns for 1 year | -0.80 | 0.22 | -360% |
| Returns for 3 years | 23.34 | 21.91 | 106% |
| Returns for 5 years | 29.56 | 12.19 | 242% |
| Returns for 10 years | N/A | 32.24 | - |
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