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NRARX vs VTSMX
NRARX vs VTSMX Comparison
Open Charts NRARX vs VTSMX
Neuberger Berman Sustainable Equity R3
Price$44.95
Change-$1.18 (-2.56%)
VolumeN/A
Net Assets1.59B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
NRARX vs VTSMX Comparison Chart
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NRARX 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 NRARX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. NRARX (1.59B). VTSMX pays higher dividends than NRARX: VTSMX (1.25) vs NRARX (0.00). NRARX was incepted earlier than VTSMX: NRARX (16 years) vs VTSMX (33 years). NRARX (1.32) is less costly to investors than VTSMX (0.14). NRARX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). NRARX has a lower initial minimum investment than VTSMX: NRARX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.72 vs. NRARX (3.41). VTSMX return over 5 years is better than : 92.15 vs. NRARX (44.60).
| NRARX | VTSMX | NRARX / VTSMX | |
| Total Expense Ratio | 1.32 | 0.14 | 943% |
| Annual Report Gross Expense Ratio | 1.32 | 0.14 | 943% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | -4.631 | -7.881 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| 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 | 3.41 | 4.72 | 72% |
| Returns for 3 years | 4.96 | 20.95 | 24% |
| Returns for 5 years | 44.60 | 92.15 | 48% |
| Returns for 10 years | 20.48 | 154.63 | 13% |
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