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NDGIX vs VTSMX
NDGIX vs VTSMX Comparison
Open Charts NDGIX vs VTSMX
Neuberger Berman Dividend Growth I
Price$22.29
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets103.95M
Vanguard Total Stock Mkt Idx I
Price$138.67
Change-$0.89 (-0.64%)
VolumeN/A
Net Assets1.72T
NDGIX vs VTSMX Comparison Chart
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NDGIX vs. VTSMX commentary
May 24, 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 NDGIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. NDGIX (104M). VTSMX pays higher dividends than NDGIX: VTSMX (1.26) vs NDGIX (0.91). NDGIX was incepted earlier than VTSMX: NDGIX (9 years) vs VTSMX (33 years). NDGIX (0.99) is less costly to investors than VTSMX (0.14). NDGIX is a more actively managed with annual turnover of: 18.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than NDGIX: VTSMX (3000) vs NDGIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 9.50 vs. NDGIX (7.69). VTSMX (92.91) and NDGIX (90.10) have equivalent 5 years return.
| NDGIX | VTSMX | NDGIX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.99 | 0.14 | 707% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 6.476 | -0.985 | -657% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 1.72T | 0% |
| Annual Yield % from dividends | 0.91 | 1.26 | 73% |
| Returns for 1 year | 7.69 | 9.50 | 81% |
| Returns for 3 years | 32.39 | 44.74 | 72% |
| Returns for 5 years | 90.10 | 92.91 | 97% |
| Returns for 10 years | N/A | 169.81 | - |