NBGIX vs. VEXPX
Compare and contrast key facts about Neuberger Berman Genesis Fund Institutional Class (NBGIX) and Vanguard Explorer Fund Investor Shares (VEXPX).
NBGIX is managed by Neuberger Berman. It was launched on Jul 1, 1999. VEXPX is managed by Vanguard. It was launched on Dec 11, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBGIX or VEXPX.
Key characteristics
| NBGIX | VEXPX | |
|---|---|---|
| YTD Return | 19.43% | 16.78% |
| 1Y Return | 38.04% | 38.37% |
| 3Y Return (Ann) | 0.17% | -5.95% |
| 5Y Return (Ann) | 7.19% | 4.75% |
| 10Y Return (Ann) | 3.35% | 2.36% |
| Sharpe Ratio | 2.00 | 2.14 |
| Sortino Ratio | 2.84 | 3.02 |
| Omega Ratio | 1.35 | 1.37 |
| Calmar Ratio | 1.33 | 0.91 |
| Martin Ratio | 12.18 | 12.60 |
| Ulcer Index | 3.05% | 2.88% |
| Daily Std Dev | 18.54% | 16.95% |
| Max Drawdown | -51.35% | -61.17% |
| Current Drawdown | -0.50% | -16.78% |
Correlation
The correlation between NBGIX and VEXPX is 0.92, 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. VEXPX - Performance Comparison
In the year-to-date period, NBGIX achieves a 19.43% return, which is significantly higher than VEXPX's 16.78% return. Over the past 10 years, NBGIX has outperformed VEXPX with an annualized return of 3.35%, while VEXPX has yielded a comparatively lower 2.36% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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NBGIX vs. VEXPX - Expense Ratio Comparison
NBGIX has a 0.84% expense ratio, which is higher than VEXPX's 0.40% expense ratio.
Risk-Adjusted Performance
NBGIX vs. VEXPX - Risk-Adjusted Performance Comparison
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.
Dividends
NBGIX vs. VEXPX - Dividend Comparison
NBGIX's dividend yield for the trailing twelve months is around 2.76%, more than VEXPX's 0.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | 2.76% | 3.29% | 11.19% | 0.00% | 0.03% | 0.22% | 0.28% | 0.39% | 0.34% | 0.42% | 0.33% | 0.52% |
VEXPX Vanguard Explorer Fund Investor Shares | 0.45% | 0.52% | 0.39% | 0.22% | 0.12% | 0.28% | 0.34% | 0.50% | 0.37% | 0.34% | 0.16% | 0.04% |
Drawdowns
NBGIX vs. VEXPX - Drawdown Comparison
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.
Volatility
NBGIX vs. VEXPX - Volatility Comparison
Neuberger Berman Genesis Fund Institutional Class (NBGIX) has a higher volatility of 6.38% compared to Vanguard Explorer Fund Investor Shares (VEXPX) at 5.21%. This indicates that NBGIX's price experiences larger fluctuations and is considered to be riskier than VEXPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.