Ad is loading...
NBSTX vs VTSMX
NBSTX vs VTSMX Comparison
Open Charts NBSTX vs VTSMX
Neuberger Berman Sustainable Equity Tr
Price$47.97
Change+$0.32 (+0.67%)
VolumeN/A
Net Assets1.63B
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
NBSTX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NBSTX vs. VTSMX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. NBSTX (1.63B). VTSMX pays higher dividends than NBSTX: VTSMX (1.25) 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 : 7.35 vs. NBSTX (5.70). VTSMX return over 5 years is better than : 124.42 vs. NBSTX (68.60).
| 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 | -2.236 | -4.752 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 5.70 | 7.35 | 78% |
| Returns for 3 years | 6.80 | 21.00 | 32% |
| Returns for 5 years | 68.60 | 124.42 | 55% |
| Returns for 10 years | 27.07 | 166.40 | 16% |
View a ticker or compare two or three
VS
VS
Ad is loading...