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NAESX vs SBHVX
NAESX vs SBHVX Comparison
Open Charts NAESX vs SBHVX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.47
Change-$0.11 (-0.71%)
VolumeN/A
Net Assets405.27M
NAESX vs SBHVX Comparison Chart in %
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NAESX vs. SBHVX commentary
Aug 18, 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 Hold and SBHVX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SBHVX (405M). NAESX pays higher dividends than SBHVX: NAESX (1.25) vs SBHVX (1.08). 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 : 9.15 vs. SBHVX (5.47). NAESX return over 5 years is better than : 57.53 vs. SBHVX (42.48).
| 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 | 2.494 | 3.895 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 405M | 38,025% |
| Annual Yield % from dividends | 1.25 | 1.08 | 116% |
| Returns for 1 year | 9.15 | 5.47 | 167% |
| Returns for 3 years | 20.39 | 17.17 | 119% |
| Returns for 5 years | 57.53 | 42.48 | 135% |
| Returns for 10 years | 112.59 | 45.93 | 245% |
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