Interact to see
Advertisement
Advertisement
NRGSX vs SBHCX
NRGSX vs SBHCX Comparison
Open Charts NRGSX vs SBHCX
Segall Bryant & Hamill Small Cap Cre Ret
Price$13.25
Change+$0.49 (+3.84%)
VolumeN/A
Net Assets101.75M
NRGSX vs SBHCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NRGSX vs. SBHCX commentary
Feb 04, 2026
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 NRGSX is a Hold and SBHCX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.49B vs. SBHCX (102M). NRGSX pays higher dividends than SBHCX: NRGSX (0.48) vs SBHCX (0.03). NRGSX was incepted earlier than SBHCX: NRGSX (13 years) vs SBHCX (6 years). SBHCX (2.46) is less costly to investors than NRGSX (0.74). SBHCX is a more actively managed with annual turnover of: 40.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than SBHCX: NRGSX (0) vs SBHCX (2500). SBHCX annual gain was more profitable for investors over the last year : 3.14 vs. NRGSX (-12.75). SBHCX return over 5 years is better than : 2.58 vs. NRGSX (-23.10).
| NRGSX | SBHCX | NRGSX / SBHCX | |
| Total Expense Ratio | 0.74 | 1.14 | 65% |
| Annual Report Gross Expense Ratio | 0.74 | 2.46 | 30% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 5.452 | 7.201 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49B | 102M | 8,327% |
| Annual Yield % from dividends | 0.48 | 0.03 | 1,864% |
| Returns for 1 year | -12.75 | 3.14 | -406% |
| Returns for 3 years | -6.33 | 13.80 | -46% |
| Returns for 5 years | -23.10 | 2.58 | -895% |
| Returns for 10 years | 24.83 | N/A | - |