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NRARX vs VTSMX
NRARX vs VTSMX Comparison
Open Charts NRARX vs VTSMX
Neuberger Berman Sustainable Equity R3
Price$48.96
Change-$0.61 (-1.23%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx I
Price$139.57
Change-$2.47 (-1.74%)
VolumeN/A
Net Assets1.72T
NRARX vs VTSMX Comparison Chart
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NRARX vs. VTSMX commentary
May 22, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. NRARX (1.75B). VTSMX pays higher dividends than NRARX: VTSMX (1.26) 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 : 11.08 vs. NRARX (7.57). VTSMX return over 5 years is better than : 96.32 vs. NRARX (48.42).
| 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 | 2.481 | 0.767 | 323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 7.57 | 11.08 | 68% |
| Returns for 3 years | 28.62 | 49.86 | 57% |
| Returns for 5 years | 48.42 | 96.32 | 50% |
| Returns for 10 years | 28.33 | 174.58 | 16% |
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