NBGIX vs. VEXPX

In the year-to-date period, NBGIX achieves a -6.76% return, which is significantly higher than VEXPX's -7.69% return. Over the past 10 years, NBGIX has outperformed VEXPX with an annualized return of 2.14%, while VEXPX has yielded a comparatively lower 1.15% annualized return.

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NBGIX has a 0.84% expense ratio, which is higher than VEXPX's 0.40% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund Institutional Class (NBGIX) and Vanguard Explorer Fund Investor Shares (VEXPX). 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.

The current NBGIX Sharpe Ratio is -0.24, which is higher than the VEXPX Sharpe Ratio of -0.36. The chart below compares the historical Sharpe Ratios of NBGIX and VEXPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NBGIX's dividend yield for the trailing twelve months is around 2.30%, more than VEXPX's 0.46% yield.

The maximum NBGIX drawdown since its inception was -51.35%, smaller than the maximum VEXPX drawdown of -61.17%. Use the drawdown chart below to compare losses from any high point for NBGIX and VEXPX. For additional features, visit the drawdowns tool.

The current volatility for Neuberger Berman Genesis Fund Institutional Class (NBGIX) is 6.64%, while Vanguard Explorer Fund Investor Shares (VEXPX) has a volatility of 7.50%. This indicates that NBGIX experiences smaller price fluctuations and is considered to be less risky than VEXPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.