NBGNX vs. VINIX
Compare and contrast key facts about Neuberger Berman Genesis Fund (NBGNX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
NBGNX is managed by Neuberger Berman. It was launched on Sep 27, 1988. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBGNX or VINIX.
Correlation
The correlation between NBGNX and VINIX is 0.79, 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
NBGNX vs. VINIX - Performance Comparison
Key characteristics
NBGNX:
-0.08
VINIX:
0.65
NBGNX:
0.05
VINIX:
1.03
NBGNX:
1.01
VINIX:
1.15
NBGNX:
-0.06
VINIX:
0.67
NBGNX:
-0.16
VINIX:
2.63
NBGNX:
10.68%
VINIX:
4.83%
NBGNX:
22.05%
VINIX:
19.49%
NBGNX:
-51.48%
VINIX:
-55.19%
NBGNX:
-19.64%
VINIX:
-7.96%
Returns By Period
In the year-to-date period, NBGNX achieves a -8.27% return, which is significantly lower than VINIX's -3.70% return. Over the past 10 years, NBGNX has underperformed VINIX with an annualized return of 0.77%, while VINIX has yielded a comparatively higher 11.04% annualized return.
NBGNX
-8.27%
9.41%
-11.71%
-4.63%
6.13%
0.77%
VINIX
-3.70%
11.43%
-1.67%
10.29%
14.35%
11.04%
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NBGNX vs. VINIX - Expense Ratio Comparison
NBGNX has a 0.99% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Risk-Adjusted Performance
NBGNX vs. VINIX — Risk-Adjusted Performance Rank
NBGNX
VINIX
NBGNX vs. VINIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund (NBGNX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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
NBGNX vs. VINIX - Dividend Comparison
NBGNX's dividend yield for the trailing twelve months is around 2.34%, more than VINIX's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGNX Neuberger Berman Genesis Fund | 2.34% | 2.15% | 3.03% | 11.05% | 10.92% | 3.84% | 5.82% | 12.24% | 13.89% | 11.21% | 18.52% | 13.86% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 1.37% | 1.27% | 1.47% | 1.74% | 1.28% | 1.59% | 1.91% | 2.13% | 1.82% | 2.07% | 2.45% | 1.88% |
Drawdowns
NBGNX vs. VINIX - Drawdown Comparison
The maximum NBGNX drawdown since its inception was -51.48%, smaller than the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for NBGNX and VINIX. For additional features, visit the drawdowns tool.
Volatility
NBGNX vs. VINIX - Volatility Comparison
The current volatility for Neuberger Berman Genesis Fund (NBGNX) is 11.91%, while Vanguard Institutional Index Fund Institutional Shares (VINIX) has a volatility of 13.19%. This indicates that NBGNX experiences smaller price fluctuations and is considered to be less risky than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.