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NRGSX vs SBHCX
NRGSX vs SBHCX Comparison
Open Charts NRGSX vs SBHCX
Segall Bryant & Hamill Small Cap Cre Ret
Price$13.21
Change+$0.07 (+0.53%)
VolumeN/A
Net Assets101.27M
NRGSX vs SBHCX Comparison Chart in %
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NRGSX vs. SBHCX commentary
Jan 15, 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: 8.57B vs. SBHCX (101M). NRGSX pays higher dividends than SBHCX: NRGSX (0.50) 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 : 4.65 vs. NRGSX (-11.32). SBHCX return over 5 years is better than : 2.44 vs. NRGSX (-22.37).
| 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 | 5.824 | 6.311 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.57B | 101M | 8,486% |
| Annual Yield % from dividends | 0.50 | 0.03 | 1,852% |
| Returns for 1 year | -11.32 | 4.65 | -244% |
| Returns for 3 years | -0.39 | 17.27 | -2% |
| Returns for 5 years | -22.37 | 2.44 | -917% |
| Returns for 10 years | 25.11 | N/A | - |
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