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NBSLX vs VTSMX
NBSLX vs VTSMX Comparison
Open Charts NBSLX vs VTSMX
Neuberger Berman Sustainable Equity I
Price$46.53
Change+$3.38 (+7.83%)
VolumeN/A
Net Assets1.59B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
NBSLX vs VTSMX Comparison Chart
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NBSLX vs. VTSMX commentary
Apr 11, 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 NBSLX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. NBSLX (1.59B). VTSMX pays higher dividends than NBSLX: VTSMX (1.25) vs NBSLX (0.10). NBSLX was incepted earlier than VTSMX: NBSLX (17 years) vs VTSMX (33 years). NBSLX (0.70) is less costly to investors than VTSMX (0.14). NBSLX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than NBSLX: VTSMX (3000) vs NBSLX (1000000). NBSLX annual gain was more profitable for investors over the last year : -4.26 vs. VTSMX (-5.43). VTSMX return over 5 years is better than : 75.41 vs. NBSLX (38.23).
| NBSLX | VTSMX | NBSLX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -11.396 | -15.905 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 1.7T | 0% |
| Annual Yield % from dividends | 0.10 | 1.25 | 8% |
| Returns for 1 year | -4.26 | -5.43 | 78% |
| Returns for 3 years | -2.04 | 8.73 | -23% |
| Returns for 5 years | 38.23 | 75.41 | 51% |
| Returns for 10 years | 25.58 | 131.53 | 19% |
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