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SBHCX vs VEXRX
SBHCX vs VEXRX Comparison
Open Charts SBHCX vs VEXRX
Segall Bryant & Hamill Small Cap Cre Ret
Price$11.11
Change+$0.21 (+1.93%)
VolumeN/A
Net Assets73.6M
SBHCX vs VEXRX Comparison Chart
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SBHCX vs. VEXRX commentary
Apr 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. SBHCX (73.6M). VEXRX pays higher dividends than SBHCX: VEXRX (0.56) vs SBHCX (0.22). SBHCX was incepted earlier than VEXRX: SBHCX (5 years) vs VEXRX (23 years). SBHCX (1.35) is less costly to investors than VEXRX (0.34). SBHCX is a more actively managed with annual turnover of: 41.00 vs. VEXRX (35.00). SBHCX has a lower initial minimum investment than VEXRX: SBHCX (2500) vs VEXRX (50000). SBHCX annual gain was more profitable for investors over the last year : -9.58 vs. VEXRX (-11.24). SBHCX return over 5 years is better than : 32.57 vs. VEXRX (17.63).
| SBHCX | VEXRX | SBHCX / VEXRX | |
| Total Expense Ratio | 1.14 | 0.34 | 335% |
| Annual Report Gross Expense Ratio | 1.35 | 0.34 | 397% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -13.078 | -13.374 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.6M | 19.8B | 0% |
| Annual Yield % from dividends | 0.22 | 0.56 | 40% |
| Returns for 1 year | -9.58 | -11.24 | 85% |
| Returns for 3 years | -3.26 | -8.96 | 36% |
| Returns for 5 years | 32.57 | 17.63 | 185% |
| Returns for 10 years | N/A | 0.85 | - |
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