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NAESX vs SBHVX
NAESX vs SBHVX Comparison
Open Charts NAESX vs SBHVX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.27
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets411.77M
NAESX vs SBHVX Comparison Chart in %
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NAESX vs. SBHVX commentary
Jul 28, 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 NAESX is a StrongBuy and SBHVX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SBHVX (412M). NAESX pays higher dividends than SBHVX: NAESX (1.28) vs SBHVX (1.09). NAESX was incepted earlier than SBHVX: NAESX (65 years) vs SBHVX (12 years). SBHVX (1.00) is less costly to investors than NAESX (0.17). SBHVX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SBHVX: NAESX (3000) vs SBHVX (250000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. SBHVX (2.04). NAESX return over 5 years is better than : 66.66 vs. SBHVX (49.30).
| NAESX | SBHVX | NAESX / SBHVX | |
| Total Expense Ratio | 0.17 | 0.99 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.00 | 17% |
| Fund Existence | 65 years | 12 years | - |
| Gain YTD | 2.781 | 2.552 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 412M | 37,136% |
| Annual Yield % from dividends | 1.28 | 1.09 | 117% |
| Returns for 1 year | 8.46 | 2.04 | 414% |
| Returns for 3 years | 34.15 | 24.77 | 138% |
| Returns for 5 years | 66.66 | 49.30 | 135% |
| Returns for 10 years | 114.71 | 47.22 | 243% |
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