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SBHCX vs VEXRX
SBHCX vs VEXRX Comparison
Open Charts SBHCX vs VEXRX
Segall Bryant & Hamill Small Cap Cre Ret
Price$10.94
Change-$0.73 (-6.26%)
VolumeN/A
Net Assets78.75M
SBHCX vs VEXRX Comparison Chart
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SBHCX vs. VEXRX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. SBHCX (78.8M). 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 : -5.23 vs. VEXRX (-8.14). SBHCX return over 5 years is better than : 62.83 vs. VEXRX (51.26).
| 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 | -6.938 | -7.057 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.8M | 21.4B | 0% |
| Annual Yield % from dividends | 0.22 | 0.56 | 40% |
| Returns for 1 year | -5.23 | -8.14 | 64% |
| Returns for 3 years | -1.31 | -8.48 | 15% |
| Returns for 5 years | 62.83 | 51.26 | 123% |
| Returns for 10 years | N/A | 8.13 | - |
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