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NBSRX vs VTSMX
NBSRX vs VTSMX Comparison
Open Charts NBSRX vs VTSMX
Neuberger Berman Sustainable Equity I
Price$48.19
Change+$0.34 (+0.71%)
VolumeN/A
Net Assets1.65B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
NBSRX vs VTSMX Comparison Chart
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NBSRX vs. VTSMX commentary
May 09, 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: 1.72T vs. NBSRX (1.65B). VTSMX pays higher dividends than NBSRX: VTSMX (1.26) 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 : 7.85 vs. NBSRX (5.44). VTSMX return over 5 years is better than : 87.92 vs. NBSRX (45.75).
| 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 | -2.007 | -4.660 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 5.44 | 7.85 | 69% |
| Returns for 3 years | 22.57 | 39.37 | 57% |
| Returns for 5 years | 45.75 | 87.92 | 52% |
| Returns for 10 years | 37.63 | 162.78 | 23% |
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