NBMIX vs. LADYX
Compare and contrast key facts about Neuberger Berman Small Cap Growth Fund (NBMIX) and Lord Abbett Developing Growth Fund Class I (LADYX).
NBMIX is managed by Neuberger Berman. It was launched on Oct 20, 1998. LADYX is managed by Lord Abbett. It was launched on Dec 30, 1997.
Performance
NBMIX vs. LADYX - Performance Comparison
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NBMIX vs. LADYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBMIX Neuberger Berman Small Cap Growth Fund | -2.65% | 9.87% | 25.90% | 10.01% | -24.43% | 4.16% | 42.83% | 34.55% | 4.80% | 28.16% |
LADYX Lord Abbett Developing Growth Fund Class I | -0.44% | 14.64% | 22.21% | 8.74% | -35.92% | -2.50% | 72.82% | 31.89% | 4.89% | 30.27% |
Returns By Period
In the year-to-date period, NBMIX achieves a -2.65% return, which is significantly lower than LADYX's -0.44% return. Over the past 10 years, NBMIX has outperformed LADYX with an annualized return of 13.35%, while LADYX has yielded a comparatively lower 12.28% annualized return.
NBMIX
- 1D
- 5.39%
- 1M
- -7.15%
- YTD
- -2.65%
- 6M
- -2.10%
- 1Y
- 22.18%
- 3Y*
- 12.60%
- 5Y*
- 2.33%
- 10Y*
- 13.35%
LADYX
- 1D
- 6.26%
- 1M
- -5.41%
- YTD
- -0.44%
- 6M
- 1.32%
- 1Y
- 38.65%
- 3Y*
- 11.85%
- 5Y*
- -1.78%
- 10Y*
- 12.28%
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NBMIX vs. LADYX - Expense Ratio Comparison
NBMIX has a 1.28% expense ratio, which is higher than LADYX's 0.67% expense ratio.
Return for Risk
NBMIX vs. LADYX — Risk / Return Rank
NBMIX
LADYX
NBMIX vs. LADYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Small Cap Growth Fund (NBMIX) and Lord Abbett Developing Growth Fund Class I (LADYX). 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.
| NBMIX | LADYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.36 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.91 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 2.53 | -1.28 |
Martin ratioReturn relative to average drawdown | 4.66 | 9.13 | -4.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NBMIX | LADYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.36 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | -0.07 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.46 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.35 | +0.02 |
Correlation
The correlation between NBMIX and LADYX is 0.94, 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.
Dividends
NBMIX vs. LADYX - Dividend Comparison
NBMIX's dividend yield for the trailing twelve months is around 6.92%, while LADYX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBMIX Neuberger Berman Small Cap Growth Fund | 6.92% | 6.74% | 0.46% | 0.00% | 0.00% | 18.71% | 1.06% | 3.98% | 23.77% | 1.44% | 0.00% | 5.92% |
LADYX Lord Abbett Developing Growth Fund Class I | 0.00% | 0.00% | 0.21% | 0.00% | 0.00% | 9.60% | 7.58% | 18.36% | 28.34% | 0.00% | 0.00% | 8.82% |
Drawdowns
NBMIX vs. LADYX - Drawdown Comparison
The maximum NBMIX drawdown since its inception was -78.77%, which is greater than LADYX's maximum drawdown of -60.18%. Use the drawdown chart below to compare losses from any high point for NBMIX and LADYX.
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Drawdown Indicators
| NBMIX | LADYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.77% | -60.18% | -18.59% |
Max Drawdown (1Y)Largest decline over 1 year | -16.65% | -14.67% | -1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -36.96% | -50.98% | +14.02% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | -54.05% | +14.50% |
Current DrawdownCurrent decline from peak | -12.16% | -20.61% | +8.45% |
Average DrawdownAverage peak-to-trough decline | -34.71% | -20.22% | -14.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 4.07% | +0.41% |
Volatility
NBMIX vs. LADYX - Volatility Comparison
The current volatility for Neuberger Berman Small Cap Growth Fund (NBMIX) is 10.84%, while Lord Abbett Developing Growth Fund Class I (LADYX) has a volatility of 12.64%. This indicates that NBMIX experiences smaller price fluctuations and is considered to be less risky than LADYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBMIX | LADYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.84% | 12.64% | -1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 19.60% | 20.98% | -1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.99% | 28.61% | -2.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.70% | 27.53% | -2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.25% | 27.00% | -2.75% |