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SBHCX vs VEXPX
SBHCX vs VEXPX Comparison
Open Charts SBHCX vs VEXPX
Segall Bryant & Hamill Small Cap Cre Ret
Price$12.93
Change+$0.20 (+1.57%)
VolumeN/A
Net Assets99.01M
SBHCX vs VEXPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. SBHCX (99M). VEXPX pays higher dividends than SBHCX: VEXPX (0.39) vs SBHCX (0.20). 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). SBHCX annual gain was more profitable for investors over the last year : 2.99 vs. VEXPX (2.63). SBHCX return over 5 years is better than : 30.63 vs. VEXPX (12.14).
| 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 | 3.589 | 5.159 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99M | 20.5B | 0% |
| Annual Yield % from dividends | 0.20 | 0.39 | 52% |
| Returns for 1 year | 2.99 | 2.63 | 114% |
| Returns for 3 years | 25.72 | 22.05 | 117% |
| Returns for 5 years | 30.63 | 12.14 | 252% |
| Returns for 10 years | N/A | 31.21 | - |
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