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NMULX vs VTSAX
NMULX vs VTSAX Comparison
Open Charts NMULX vs VTSAX
Neuberger Berman Multi-Cap Opp I
Price$10.04
Change-$0.14 (-1.38%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$129.65
Change-$2.25 (-1.71%)
VolumeN/A
CapitalizationN/A
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NMULX vs VTSAX Comparison Chart
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NMULX vs. VTSAX commentary
Sep 08, 2024
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 NMULX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. NMULX (244M). VTSAX pays higher dividends than NMULX: VTSAX (1.35) vs NMULX (0.14). NMULX was incepted earlier than VTSAX: NMULX (18 years) vs VTSAX (24 years). NMULX is a more actively managed with annual turnover of: 14.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than NMULX: VTSAX (3000) vs NMULX (1000000). VTSAX annual gain was more profitable for investors over the last year : 22.24 vs. NMULX (1.66). VTSAX return over 5 years is better than : 79.35 vs. NMULX (-45.50).
| NMULX | VTSAX | NMULX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 16.210 | 14.262 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 1.72T | 0% |
| Annual Yield % from dividends | 0.14 | 1.35 | 11% |
| Returns for 1 year | 1.66 | 22.24 | 7% |
| Returns for 3 years | -44.82 | 15.98 | -281% |
| Returns for 5 years | -45.50 | 79.35 | -57% |
| Returns for 10 years | -35.12 | 173.57 | -20% |