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NRAAX vs VTSMX
NRAAX vs VTSMX Comparison
Open Charts NRAAX vs VTSMX
Neuberger Berman Sustainable Equity A
Price$46.41
Change+$3.37 (+7.83%)
VolumeN/A
Net Assets1.59B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
NRAAX vs VTSMX Comparison Chart
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NRAAX vs. VTSMX commentary
Apr 11, 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 NRAAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. NRAAX (1.59B). VTSMX pays higher dividends than NRAAX: VTSMX (1.25) vs NRAAX (0.00). NRAAX was incepted earlier than VTSMX: NRAAX (16 years) vs VTSMX (33 years). NRAAX (1.07) is less costly to investors than VTSMX (0.14). NRAAX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). NRAAX has a lower initial minimum investment than VTSMX: NRAAX (1000) vs VTSMX (3000). NRAAX annual gain was more profitable for investors over the last year : -4.59 vs. VTSMX (-5.43). VTSMX return over 5 years is better than : 75.41 vs. NRAAX (35.90).
| NRAAX | VTSMX | NRAAX / VTSMX | |
| Total Expense Ratio | 1.07 | 0.14 | 764% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | -11.495 | -15.905 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -4.59 | -5.43 | 85% |
| Returns for 3 years | -3.07 | 8.73 | -35% |
| Returns for 5 years | 35.90 | 75.41 | 48% |
| Returns for 10 years | 13.40 | 131.53 | 10% |
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