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NAESX vs SBHVX
NAESX vs SBHVX Comparison
Open Charts NAESX vs SBHVX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Segall Bryant & Hamill Sm Cp Val Ins
Price$14.11
Change-$0.29 (-2.01%)
VolumeN/A
Net Assets393M
NAESX vs SBHVX Comparison Chart
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NAESX vs. SBHVX commentary
Jun 16, 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 Buy and SBHVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SBHVX (393M). NAESX pays higher dividends than SBHVX: NAESX (1.35) vs SBHVX (1.15). 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 : 5.19 vs. SBHVX (1.97). NAESX return over 5 years is better than : 63.19 vs. SBHVX (40.35).
| 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 | -4.390 | -5.238 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 393M | 37,659% |
| Annual Yield % from dividends | 1.35 | 1.15 | 118% |
| Returns for 1 year | 5.19 | 1.97 | 263% |
| Returns for 3 years | 31.28 | 18.98 | 165% |
| Returns for 5 years | 63.19 | 40.35 | 157% |
| Returns for 10 years | 92.88 | 27.71 | 335% |
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