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NBSTX vs VTSMX
NBSTX vs VTSMX Comparison
Open Charts NBSTX vs VTSMX
Neuberger Berman Sustainable Equity Tr
Price$46.72
Change+$0.68 (+1.48%)
VolumeN/A
Net Assets1.57B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
NBSTX vs VTSMX Comparison Chart
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NBSTX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. NBSTX (1.57B). 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 : 5.27 vs. NBSTX (4.12). VTSMX return over 5 years is better than : 86.77 vs. NBSTX (43.55).
| 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 | -5.540 | -9.023 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 4.12 | 5.27 | 78% |
| Returns for 3 years | 8.24 | 22.56 | 37% |
| Returns for 5 years | 43.55 | 86.77 | 50% |
| Returns for 10 years | 22.10 | 150.14 | 15% |
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