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SBHCX vs VEXPX
SBHCX vs VEXPX Comparison
Open Charts SBHCX vs VEXPX
Segall Bryant & Hamill Small Cap Cre Ret
Price$12.65
Change+$0.14 (+1.12%)
VolumeN/A
Net Assets96.51M
SBHCX vs VEXPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.1B vs. SBHCX (96.5M). VEXPX pays higher dividends than SBHCX: VEXPX (0.40) vs SBHCX (0.21). SBHCX was incepted earlier than VEXPX: SBHCX (6 years) vs VEXPX (58 years). SBHCX (2.46) is less costly to investors than VEXPX (0.44). SBHCX is a more actively managed with annual turnover of: 40.00 vs. VEXPX (35.00). SBHCX has a lower initial minimum investment than VEXPX: SBHCX (2500) vs VEXPX (3000). VEXPX annual gain was more profitable for investors over the last year : -1.35 vs. SBHCX (-2.71). SBHCX return over 5 years is better than : 31.15 vs. VEXPX (11.12).
| SBHCX | VEXPX | SBHCX / VEXPX | |
| Total Expense Ratio | 1.14 | 0.44 | 259% |
| Annual Report Gross Expense Ratio | 2.46 | 0.44 | 559% |
| Fund Existence | 6 years | 58 years | - |
| Gain YTD | 0.877 | 1.366 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5M | 20.1B | 0% |
| Annual Yield % from dividends | 0.21 | 0.40 | 52% |
| Returns for 1 year | -2.71 | -1.35 | 200% |
| Returns for 3 years | 21.73 | 17.05 | 127% |
| Returns for 5 years | 31.15 | 11.12 | 280% |
| Returns for 10 years | N/A | 20.57 | - |
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