Ad is loading...
NBSRX vs VTSMX
NBSRX vs VTSMX Comparison
Open Charts NBSRX vs VTSMX
Neuberger Berman Sustainable Equity I
Price$50.00
Change+$0.45 (+0.91%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.64
Change+$1.55 (+1.08%)
VolumeN/A
CapitalizationN/A
NBSRX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NBSRX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. NBSRX (1.6B). VTSMX pays higher dividends than NBSRX: VTSMX (1.26) vs NBSRX (0.21). NBSRX was incepted earlier than VTSMX: NBSRX (31 years) vs VTSMX (33 years). NBSRX is a more actively managed with annual turnover of: 20.00 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 : 25.71 vs. NBSRX (23.41). VTSMX return over 5 years is better than : 81.67 vs. NBSRX (33.47).
| NBSRX | VTSMX | NBSRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 33 years | - |
| Gain YTD | 23.075 | 25.355 | 91% |
| 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 | 1.26 | 17% |
| Returns for 1 year | 23.41 | 25.71 | 91% |
| Returns for 3 years | 6.81 | 24.27 | 28% |
| Returns for 5 years | 33.47 | 81.67 | 41% |
| Returns for 10 years | 44.47 | 186.91 | 24% |
View a ticker or compare two or three
VS
VS
Ad is loading...