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NBRFX vs VGSIX
NBRFX vs VGSIX Comparison
Open Charts NBRFX vs VGSIX
Neuberger Berman Real Estate Tr
Price$13.51
Change-$0.07 (-0.52%)
VolumeN/A
Net Assets678.42M
Vanguard Real Estate Index Investor
Price$28.92
Change-$0.12 (-0.41%)
VolumeN/A
Net Assets63.13B
NBRFX vs VGSIX Comparison Chart
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NBRFX vs. VGSIX commentary
May 24, 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 NBRFX is a Hold and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.1B vs. NBRFX (678M). VGSIX pays higher dividends than NBRFX: VGSIX (3.96) vs NBRFX (1.95). NBRFX was incepted earlier than VGSIX: NBRFX (23 years) vs VGSIX (29 years). NBRFX (1.39) is less costly to investors than VGSIX (0.27). NBRFX is a more actively managed with annual turnover of: 53.00 vs. VGSIX (7.00). NBRFX has a lower initial minimum investment than VGSIX: NBRFX (1000) vs VGSIX (3000). NBRFX (8.93) and VGSIX (8.69) have marching annual gain over last year. VGSIX return over 5 years is better than : 42.58 vs. NBRFX (19.01).
| NBRFX | VGSIX | NBRFX / VGSIX | |
| Total Expense Ratio | 1.39 | 0.27 | 515% |
| Annual Report Gross Expense Ratio | 1.39 | 0.27 | 515% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | -2.098 | -1.006 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 63.1B | 1% |
| Annual Yield % from dividends | 1.95 | 3.96 | 49% |
| Returns for 1 year | 8.93 | 8.69 | 103% |
| Returns for 3 years | -9.09 | 2.62 | -347% |
| Returns for 5 years | 19.01 | 42.58 | 45% |
| Returns for 10 years | 12.42 | 51.59 | 24% |
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