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NBSRX vs RWMEX
NBSRX vs RWMEX Comparison
Open Charts NBSRX vs RWMEX
Neuberger Berman Sustainable Equity I
Price$51.48
Change-$0.03 (-0.06%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R4
Price$64.87
Change-$0.09 (-0.14%)
VolumeN/A
CapitalizationN/A
NBSRX vs RWMEX Comparison Chart
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NBSRX vs. RWMEX commentary
Nov 14, 2024
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 NBSRX is a Buy and RWMEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 195B vs. NBSRX (1.61B). RWMEX pays higher dividends than NBSRX: RWMEX (1.45) vs NBSRX (0.21). NBSRX was incepted earlier than RWMEX: NBSRX (31 years) vs RWMEX (23 years). RWMEX is a more actively managed with annual turnover of: 30.00 vs. NBSRX (20.00). RWMEX has a lower initial minimum investment than NBSRX: RWMEX (250) vs NBSRX (1000). NBSRX annual gain was more profitable for investors over the last year : 25.34 vs. RWMEX (20.42). RWMEX return over 5 years is better than : 40.16 vs. NBSRX (31.95).
| NBSRX | RWMEX | NBSRX / RWMEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 27.869 | 15.351 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 195B | 1% |
| Annual Yield % from dividends | 0.21 | 1.45 | 14% |
| Returns for 1 year | 25.34 | 20.42 | 124% |
| Returns for 3 years | 0.69 | 12.11 | 6% |
| Returns for 5 years | 31.95 | 40.16 | 80% |
| Returns for 10 years | 39.76 | 59.67 | 67% |