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NBSRX vs VTSAX
NBSRX vs VTSAX Comparison
Open Charts NBSRX vs VTSAX
Neuberger Berman Sustainable Equity I
Price$46.31
Change-$1.77 (-3.68%)
VolumeN/A
Net Assets1.64B
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
NBSRX vs VTSAX Comparison Chart
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NBSRX vs. VTSAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. NBSRX (1.64B). VTSAX pays higher dividends than NBSRX: VTSAX (1.35) vs NBSRX (0.00). NBSRX was incepted earlier than VTSAX: NBSRX (31 years) vs VTSAX (24 years). NBSRX (0.88) is less costly to investors than VTSAX (0.04). NBSRX is a more actively managed with annual turnover of: 8.00 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 : 8.05 vs. NBSRX (6.37). VTSAX return over 5 years is better than : 126.25 vs. NBSRX (71.23).
| NBSRX | VTSAX | NBSRX / VTSAX | |
| Total Expense Ratio | 0.88 | 0.04 | 2,200% |
| Annual Report Gross Expense Ratio | 0.88 | 0.04 | 2,200% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | -1.536 | -3.990 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 6.37 | 8.05 | 79% |
| Returns for 3 years | 7.51 | 21.03 | 36% |
| Returns for 5 years | 71.23 | 126.25 | 56% |
| Returns for 10 years | 38.92 | 167.38 | 23% |
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