NBMIX vs. NBGIX
NBMIX (Neuberger Berman Small Cap Growth Fund) and NBGIX (Neuberger Berman Genesis Fund Institutional Class) are both Small Cap Growth Equities funds from Neuberger Berman. Over the past 10 years, NBMIX returned 13.65%/yr vs 9.69%/yr for NBGIX. Their correlation of 0.86 means they have usually moved in the same direction. NBMIX charges 1.28%/yr vs 0.84%/yr for NBGIX.
Performance
NBMIX vs. NBGIX - Performance Comparison
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Returns By Period
In the year-to-date period, NBMIX achieves a 9.72% return, which is significantly lower than NBGIX's 13.23% return. Over the past 10 years, NBMIX has outperformed NBGIX with an annualized return of 13.65%, while NBGIX has yielded a comparatively lower 9.69% annualized return.
NBMIX
- 1D
- -0.95%
- 1M
- -5.61%
- 6M
- 4.05%
- YTD
- 9.72%
- 1Y
- 23.37%
- 3Y*
- 15.03%
- 5Y*
- 5.60%
- 10Y*
- 13.65%
- ALL TIME*
- 9.90%
NBGIX
- 1D
- 0.48%
- 1M
- -0.05%
- 6M
- 6.86%
- YTD
- 13.23%
- 1Y
- 13.51%
- 3Y*
- 6.00%
- 5Y*
- 3.09%
- 10Y*
- 9.69%
- ALL TIME*
- 10.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
NBMIX vs. NBGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBMIX Neuberger Berman Small Cap Growth Fund | 9.72% | 9.87% | 25.90% | 10.01% | -24.43% | 4.16% | 42.83% | 34.55% | 4.80% | 28.16% |
NBGIX Neuberger Berman Genesis Fund Institutional Class | 13.23% | -4.55% | 9.20% | 15.73% | -19.35% | 18.25% | 25.07% | 29.68% | -6.76% | 16.02% |
Correlation
The correlation between NBMIX and NBGIX is 0.67, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 1999 | 0.86 |
The correlation between NBMIX and NBGIX shifts across timeframes, from 0.67 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
NBMIX vs. NBGIX — Risk / Return Rank
NBMIX
NBGIX
NBMIX vs. NBGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Small Cap Growth Fund (NBMIX) and Neuberger Berman Genesis Fund Institutional Class (NBGIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NBMIX | NBGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.14 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.13 | +0.21 |
| Martin ratioReturn relative to average drawdown | 4.24 | 3.01 | +1.23 |
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Drawdowns
NBMIX vs. NBGIX - Drawdown Comparison
The maximum NBMIX drawdown since its inception was -78.77%, which is greater than NBGIX's maximum drawdown of -51.62%. Use the drawdown chart below to compare losses from any high point for NBMIX and NBGIX.
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Drawdown Indicators
| NBMIX | NBGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.77% | -51.62% | -27.15% |
Max Drawdown (1Y)Largest decline over 1 year | -16.65% | -10.75% | -5.90% |
Max Drawdown (3Y)Largest decline over 3 years | -29.53% | -27.48% | -2.05% |
Max Drawdown (5Y)Largest decline over 5 years | -36.96% | -28.27% | -8.69% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | -34.53% | -5.02% |
Current DrawdownCurrent decline from peak | -11.35% | -3.41% | -7.94% |
Average DrawdownAverage peak-to-trough decline | -34.34% | -7.46% | -26.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.22% | 4.02% | +1.20% |
Volatility
NBMIX vs. NBGIX - Volatility Comparison
Neuberger Berman Small Cap Growth Fund (NBMIX) has a higher volatility of 6.92% compared to Neuberger Berman Genesis Fund Institutional Class (NBGIX) at 3.76%. This indicates that NBMIX's price experiences larger fluctuations and is considered to be riskier than NBGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBMIX | NBGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.92% | 3.76% | +3.16% |
Volatility (6M)Calculated over the trailing 6-month period | 21.56% | 11.37% | +10.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.97% | 16.31% | +10.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.26% | 19.69% | +5.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.61% | 20.21% | +4.40% |
NBMIX vs. NBGIX - Expense Ratio Comparison
NBMIX has a 1.28% expense ratio, which is higher than NBGIX's 0.84% expense ratio.
Dividends
NBMIX vs. NBGIX - Dividend Comparison
NBMIX's dividend yield for the trailing twelve months is around 6.14%, less than NBGIX's 14.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | 14.49% | 16.41% | 2.14% | 3.13% | 11.11% | 10.91% | 3.87% | 6.00% | 12.49% | 14.10% | 6.53% | 11.28% |
NBMIX Neuberger Berman Small Cap Growth Fund | 6.14% | 6.74% | 0.46% | 0.00% | 0.00% | 18.71% | 1.06% | 3.98% | 23.77% | 1.44% | 0.00% | 5.92% |
Frequently Asked Questions
NBMIX and NBGIX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NBMIX has higher volatility (6.92%) compared to NBGIX (3.76%). In terms of maximum drawdown, NBMIX dropped -78.77% vs NBGIX's -51.62%.
NBMIX currently has the higher Sharpe Ratio (0.82 vs 0.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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