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NBSTX vs VFIAX
NBSTX vs VFIAX Comparison
Open Charts NBSTX vs VFIAX
Neuberger Berman Sustainable Equity Tr
Price$48.13
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets1.68B
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
NBSTX vs VFIAX Comparison Chart
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NBSTX vs. VFIAX commentary
May 11, 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 NBSTX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. NBSTX (1.69B). VFIAX pays higher dividends than NBSTX: VFIAX (1.36) vs NBSTX (0.00). NBSTX was incepted earlier than VFIAX: NBSTX (28 years) vs VFIAX (25 years). NBSTX (1.06) is less costly to investors than VFIAX (0.04). NBSTX is a more actively managed with annual turnover of: 8.00 vs. VFIAX (2.00). NBSTX has a lower initial minimum investment than VFIAX: NBSTX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.59 vs. NBSTX (5.59). VFIAX return over 5 years is better than : 93.15 vs. NBSTX (45.69).
| NBSTX | VFIAX | NBSTX / VFIAX | |
| Total Expense Ratio | 1.06 | 0.04 | 2,650% |
| Annual Report Gross Expense Ratio | 1.06 | 0.04 | 2,650% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | -1.252 | -3.675 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 1.34T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 5.59 | 8.59 | 65% |
| Returns for 3 years | 22.93 | 41.54 | 55% |
| Returns for 5 years | 45.69 | 93.15 | 49% |
| Returns for 10 years | 27.29 | 169.85 | 16% |
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