NBGIX vs. FXAIX
Compare and contrast key facts about Neuberger Berman Genesis Fund Institutional Class (NBGIX) and Fidelity 500 Index Fund (FXAIX).
NBGIX is managed by Neuberger Berman. It was launched on Jul 1, 1999. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBGIX or FXAIX.
Correlation
The correlation between NBGIX and FXAIX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
NBGIX vs. FXAIX - Performance Comparison
Key characteristics
NBGIX:
0.80
FXAIX:
2.20
NBGIX:
1.23
FXAIX:
2.91
NBGIX:
1.15
FXAIX:
1.40
NBGIX:
0.74
FXAIX:
3.35
NBGIX:
3.12
FXAIX:
13.96
NBGIX:
4.52%
FXAIX:
2.03%
NBGIX:
17.66%
FXAIX:
12.88%
NBGIX:
-51.35%
FXAIX:
-33.79%
NBGIX:
-10.38%
FXAIX:
-1.40%
Returns By Period
In the year-to-date period, NBGIX achieves a 2.29% return, which is significantly higher than FXAIX's 2.01% return. Over the past 10 years, NBGIX has underperformed FXAIX with an annualized return of 3.56%, while FXAIX has yielded a comparatively higher 13.38% annualized return.
NBGIX
2.29%
1.56%
-0.33%
11.73%
5.30%
3.56%
FXAIX
2.01%
1.20%
8.49%
25.60%
14.38%
13.38%
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NBGIX vs. FXAIX - Expense Ratio Comparison
NBGIX has a 0.84% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
NBGIX vs. FXAIX — Risk-Adjusted Performance Rank
NBGIX
FXAIX
NBGIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund Institutional Class (NBGIX) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
NBGIX vs. FXAIX - Dividend Comparison
NBGIX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | 0.00% | 0.00% | 3.29% | 11.19% | 0.00% | 0.03% | 0.22% | 0.28% | 0.39% | 0.34% | 0.42% | 0.33% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 4.15% | 3.95% |
Drawdowns
NBGIX vs. FXAIX - Drawdown Comparison
The maximum NBGIX drawdown since its inception was -51.35%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for NBGIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
NBGIX vs. FXAIX - Volatility Comparison
Neuberger Berman Genesis Fund Institutional Class (NBGIX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 5.18% and 5.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.