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NBSRX vs VTSAX
NBSRX vs VTSAX Comparison
Open Charts NBSRX vs VTSAX
Neuberger Berman Sustainable Equity I
Price$48.96
Change-$0.05 (-0.10%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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NBSRX vs VTSAX Comparison Chart
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NBSRX vs. VTSAX commentary
Sep 21, 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. NBSRX (1.55B). 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 : 31.56 vs. NBSRX (24.56). VTSAX return over 5 years is better than : 85.68 vs. NBSRX (30.31).
| 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 | 21.610 | 18.645 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 1.72T | 0% |
| Annual Yield % from dividends | 0.21 | 1.35 | 16% |
| Returns for 1 year | 24.56 | 31.56 | 78% |
| Returns for 3 years | 2.68 | 25.35 | 11% |
| Returns for 5 years | 30.31 | 85.68 | 35% |
| Returns for 10 years | 36.78 | 188.32 | 20% |
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