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NBSTX vs VFINX
NBSTX vs VFINX Comparison
Open Charts NBSTX vs VFINX
Neuberger Berman Sustainable Equity Tr
Price$48.13
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets1.68B
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
NBSTX vs VFINX Comparison Chart
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NBSTX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. NBSTX (1.69B). VFINX pays higher dividends than NBSTX: VFINX (1.25) vs NBSTX (0.00). NBSTX was incepted earlier than VFINX: NBSTX (28 years) vs VFINX (49 years). NBSTX (1.06) is less costly to investors than VFINX (0.14). NBSTX is a more actively managed with annual turnover of: 8.00 vs. VFINX (2.00). NBSTX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 8.59 vs. NBSTX (5.59). VFINX return over 5 years is better than : 93.15 vs. NBSTX (45.69).
| NBSTX | VFINX | NBSTX / VFINX | |
| Total Expense Ratio | 1.06 | 0.14 | 757% |
| Annual Report Gross Expense Ratio | 1.06 | 0.14 | 757% |
| Fund Existence | 28 years | 49 years | - |
| Gain YTD | -1.252 | -3.683 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 1.34T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| 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 | 169.87 | 16% |
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