NBGNX vs. DSCGX

In the year-to-date period, NBGNX achieves a -3.27% return, which is significantly lower than DSCGX's -1.32% return. Over the past 10 years, NBGNX has underperformed DSCGX with an annualized return of 1.17%, while DSCGX has yielded a comparatively higher 7.17% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

NBGNX has a 0.99% expense ratio, which is higher than DSCGX's 0.32% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund (NBGNX) and DFA U.S. Small Cap Growth Portfolio (DSCGX). 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 NBGNX Sharpe Ratio is -0.07, which is lower than the DSCGX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of NBGNX and DSCGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NBGNX has not paid dividends to shareholders, while DSCGX's dividend yield for the trailing twelve months is around 0.66%.

The maximum NBGNX drawdown since its inception was -51.48%, which is greater than DSCGX's maximum drawdown of -43.10%. Use the drawdown chart below to compare losses from any high point for NBGNX and DSCGX. For additional features, visit the drawdowns tool.

The current volatility for Neuberger Berman Genesis Fund (NBGNX) is 5.89%, while DFA U.S. Small Cap Growth Portfolio (DSCGX) has a volatility of 6.29%. This indicates that NBGNX experiences smaller price fluctuations and is considered to be less risky than DSCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.