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NBSTX vs RWMFX
NBSTX vs RWMFX Comparison
Open Charts NBSTX vs RWMFX
Neuberger Berman Sustainable Equity Tr
Price$48.86
Change-$1.28 (-2.55%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$63.90
Change-$1.87 (-2.84%)
VolumeN/A
CapitalizationN/A
NBSTX vs RWMFX Comparison Chart
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NBSTX vs. RWMFX commentary
Dec 19, 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 NBSTX is a Buy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. NBSTX (1.62B). RWMFX pays higher dividends than NBSTX: RWMFX (1.70) vs NBSTX (0.11). NBSTX was incepted earlier than RWMFX: NBSTX (28 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. NBSTX (20.00). NBSTX has a lower initial minimum investment than RWMFX: NBSTX (0) vs RWMFX (250). NBSTX annual gain was more profitable for investors over the last year : 25.76 vs. RWMFX (17.20). RWMFX return over 5 years is better than : 39.32 vs. NBSTX (35.03).
| NBSTX | RWMFX | NBSTX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 24.510 | 16.419 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 195B | 1% |
| Annual Yield % from dividends | 0.11 | 1.70 | 7% |
| Returns for 1 year | 25.76 | 17.20 | 150% |
| Returns for 3 years | 9.73 | 15.87 | 61% |
| Returns for 5 years | 35.03 | 39.32 | 89% |
| Returns for 10 years | 35.27 | 69.07 | 51% |