SBHCX
Price
$12.61
Change
+$0.06 (+0.48%)
Updated
Jul 3 closing price
Net Assets
95.52M
VEXRX
Price
$107.70
Change
+$0.84 (+0.79%)
Updated
Jul 3 closing price
Net Assets
19.41B
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SBHCX vs VEXRX

Header iconSBHCX vs VEXRX Comparison
Open Charts SBHCX vs VEXRXBanner chart's image
Segall Bryant & Hamill Small Cap Cre Ret
Price$12.61
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets95.52M
Vanguard Explorer Adm
Price$107.70
Change+$0.84 (+0.79%)
VolumeN/A
Net Assets19.41B
SBHCX vs VEXRX Comparison Chart in %
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SBHCX vs. VEXRX 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 VEXRX is a Buy.

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FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. SBHCX (95.5M). VEXRX pays higher dividends than SBHCX: VEXRX (0.52) vs SBHCX (0.21). SBHCX was incepted earlier than VEXRX: SBHCX (6 years) vs VEXRX (24 years). SBHCX (2.46) is less costly to investors than VEXRX (0.33). SBHCX is a more actively managed with annual turnover of: 40.00 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 : 1.51 vs. VEXRX (1.01). SBHCX return over 5 years is better than : 33.28 vs. VEXRX (12.90).
SBHCXVEXRXSBHCX / VEXRX
Total Expense Ratio1.140.33345%
Annual Report Gross Expense Ratio2.460.33745%
Fund Existence6 years24 years-
Gain YTD0.0800.009852%
Front LoadN/AN/A-
Min. Initial Investment2500500005%
Min. Initial Investment IRAN/AN/A-
Net Assets95.5M19.4B0%
Annual Yield % from dividends0.210.5240%
Returns for 1 year1.511.01149%
Returns for 3 years25.4520.63123%
Returns for 5 years33.2812.90258%
Returns for 10 yearsN/A17.87-
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