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NBSRX vs VTSMX
NBSRX vs VTSMX Comparison
Open Charts NBSRX vs VTSMX
Neuberger Berman Sustainable Equity I
Price$52.09
Change+$0.42 (+0.81%)
VolumeN/A
Net Assets1.83B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
NBSRX vs VTSMX Comparison Chart in %
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NBSRX vs. VTSMX commentary
Jul 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. NBSRX (1.83B). VTSMX pays higher dividends than NBSRX: VTSMX (1.12) vs NBSRX (0.00). NBSRX was incepted earlier than VTSMX: NBSRX (31 years) vs VTSMX (33 years). NBSRX (0.88) is less costly to investors than VTSMX (0.14). NBSRX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). NBSRX has a lower initial minimum investment than VTSMX: NBSRX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.91 vs. NBSRX (8.89). VTSMX return over 5 years is better than : 93.92 vs. NBSRX (47.37).
| NBSRX | VTSMX | NBSRX / VTSMX | |
| Total Expense Ratio | 0.88 | 0.14 | 629% |
| Annual Report Gross Expense Ratio | 0.88 | 0.14 | 629% |
| Fund Existence | 31 years | 33 years | - |
| Gain YTD | 5.816 | 5.513 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 8.89 | 12.91 | 69% |
| Returns for 3 years | 37.05 | 60.70 | 61% |
| Returns for 5 years | 47.37 | 93.92 | 50% |
| Returns for 10 years | 52.31 | 195.50 | 27% |
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