NBMIX vs. VBIAX

In the year-to-date period, NBMIX achieves a -6.67% return, which is significantly lower than VBIAX's 1.54% return. Over the past 10 years, NBMIX has outperformed VBIAX with an annualized return of 9.52%, while VBIAX has yielded a comparatively lower 8.06% annualized return.

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NBMIX has a 1.28% expense ratio, which is higher than VBIAX's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Small Cap Growth Fund (NBMIX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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 NBMIX Sharpe Ratio is 0.10, which is lower than the VBIAX Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of NBMIX and VBIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NBMIX's dividend yield for the trailing twelve months is around 0.50%, less than VBIAX's 8.24% yield.

The maximum NBMIX drawdown since its inception was -78.77%, which is greater than VBIAX's maximum drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for NBMIX and VBIAX.

Neuberger Berman Small Cap Growth Fund (NBMIX) has a higher volatility of 5.49% compared to Vanguard Balanced Index Fund Admiral Shares (VBIAX) at 3.10%. This indicates that NBMIX's price experiences larger fluctuations and is considered to be riskier than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.