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NBSRX vs VTSAX
NBSRX vs VTSAX Comparison
Open Charts NBSRX vs VTSAX
Neuberger Berman Sustainable Equity I
Price$50.00
Change+$0.45 (+0.91%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.66
Change+$1.55 (+1.08%)
VolumeN/A
CapitalizationN/A
NBSRX vs VTSAX Comparison Chart
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NBSRX vs. VTSAX commentary
Dec 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. NBSRX (1.6B). 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 : 24.75 vs. NBSRX (23.41). VTSAX return over 5 years is better than : 81.12 vs. NBSRX (33.47).
| 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 | 23.075 | 24.395 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 1.84T | 0% |
| Annual Yield % from dividends | 0.21 | 1.35 | 16% |
| Returns for 1 year | 23.41 | 24.75 | 95% |
| Returns for 3 years | 6.81 | 23.32 | 29% |
| Returns for 5 years | 33.47 | 81.12 | 41% |
| Returns for 10 years | 44.47 | 185.34 | 24% |