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NBSTX vs VTSMX
NBSTX vs VTSMX Comparison
Open Charts NBSTX vs VTSMX
Neuberger Berman Sustainable Equity Tr
Price$49.73
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx I
Price$141.78
Change+$0.55 (+0.39%)
VolumeN/A
Net Assets1.72T
NBSTX vs VTSMX Comparison Chart
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NBSTX vs. VTSMX commentary
Jun 03, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. NBSTX (1.75B). VTSMX pays higher dividends than NBSTX: VTSMX (1.18) vs NBSTX (0.00). NBSTX was incepted earlier than VTSMX: NBSTX (28 years) vs VTSMX (33 years). NBSTX (1.06) is less costly to investors than VTSMX (0.14). NBSTX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). NBSTX has a lower initial minimum investment than VTSMX: NBSTX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.58 vs. NBSTX (9.34). VTSMX return over 5 years is better than : 83.97 vs. NBSTX (39.58).
| NBSTX | VTSMX | NBSTX / VTSMX | |
| Total Expense Ratio | 1.06 | 0.14 | 757% |
| Annual Report Gross Expense Ratio | 1.06 | 0.14 | 757% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 2.052 | 0.192 | 1,067% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 9.34 | 11.58 | 81% |
| Returns for 3 years | 24.01 | 41.36 | 58% |
| Returns for 5 years | 39.58 | 83.97 | 47% |
| Returns for 10 years | 31.97 | 176.37 | 18% |