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NBSRX vs VTSAX
NBSRX vs VTSAX Comparison
Open Charts NBSRX vs VTSAX
Neuberger Berman Sustainable Equity I
Price$49.91
Change-$0.79 (-1.56%)
VolumeN/A
Net Assets1.62B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
NBSRX vs VTSAX Comparison Chart
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NBSRX vs. VTSAX commentary
Feb 23, 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 NBSRX is a Buy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. NBSRX (1.62B). VTSAX pays higher dividends than NBSRX: VTSAX (1.35) vs NBSRX (0.21). NBSRX was incepted earlier than VTSAX: NBSRX (31 years) vs VTSAX (24 years). NBSRX is a more actively managed with annual turnover of: 20.00 vs. VTSAX (2.00). NBSRX has a lower initial minimum investment than VTSAX: NBSRX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 17.60 vs. NBSRX (14.16). VTSAX return over 5 years is better than : 74.84 vs. NBSRX (31.71).
| NBSRX | VTSAX | NBSRX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 2.212 | 2.127 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 1.84T | 0% |
| Annual Yield % from dividends | 0.21 | 1.35 | 16% |
| Returns for 1 year | 14.16 | 17.60 | 80% |
| Returns for 3 years | 16.56 | 36.79 | 45% |
| Returns for 5 years | 31.71 | 74.84 | 42% |
| Returns for 10 years | 43.40 | 180.79 | 24% |