NBMIX vs. WBSIX
Compare and contrast key facts about Neuberger Berman Small Cap Growth Fund (NBMIX) and William Blair Small Cap Growth Fund (WBSIX).
NBMIX is managed by Neuberger Berman. It was launched on Oct 20, 1998. WBSIX is managed by William Blair. It was launched on Dec 27, 1999.
Performance
NBMIX vs. WBSIX - Performance Comparison
Loading graphics...
NBMIX vs. WBSIX - 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% |
WBSIX William Blair Small Cap Growth Fund | -1.71% | 3.03% | 32.88% | 16.38% | -21.46% | 12.64% | 38.87% | 22.53% | -2.08% | 26.81% |
Returns By Period
In the year-to-date period, NBMIX achieves a -2.65% return, which is significantly lower than WBSIX's -1.71% return. Both investments have delivered pretty close results over the past 10 years, with NBMIX having a 13.35% annualized return and WBSIX not far ahead at 13.48%.
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%
WBSIX
- 1D
- 3.71%
- 1M
- -7.68%
- YTD
- -1.71%
- 6M
- 1.24%
- 1Y
- 13.76%
- 3Y*
- 13.68%
- 5Y*
- 4.70%
- 10Y*
- 13.48%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NBMIX vs. WBSIX - Expense Ratio Comparison
NBMIX has a 1.28% expense ratio, which is higher than WBSIX's 1.25% expense ratio.
Return for Risk
NBMIX vs. WBSIX — Risk / Return Rank
NBMIX
WBSIX
NBMIX vs. WBSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Small Cap Growth Fund (NBMIX) and William Blair Small Cap Growth Fund (WBSIX). 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 | WBSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.59 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.34 | 0.99 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.13 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 0.83 | +0.43 |
Martin ratioReturn relative to average drawdown | 4.66 | 2.77 | +1.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NBMIX | WBSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.59 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.20 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.59 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.52 | -0.14 |
Correlation
The correlation between NBMIX and WBSIX is 0.92, 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. WBSIX - Dividend Comparison
NBMIX's dividend yield for the trailing twelve months is around 6.92%, less than WBSIX's 7.62% yield.
| 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% |
WBSIX William Blair Small Cap Growth Fund | 7.62% | 7.49% | 20.14% | 1.53% | 3.55% | 17.85% | 9.73% | 2.07% | 12.60% | 16.89% | 5.42% | 8.25% |
Drawdowns
NBMIX vs. WBSIX - Drawdown Comparison
The maximum NBMIX drawdown since its inception was -78.77%, which is greater than WBSIX's maximum drawdown of -62.35%. Use the drawdown chart below to compare losses from any high point for NBMIX and WBSIX.
Loading graphics...
Drawdown Indicators
| NBMIX | WBSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.77% | -62.35% | -16.42% |
Max Drawdown (1Y)Largest decline over 1 year | -16.65% | -13.31% | -3.34% |
Max Drawdown (5Y)Largest decline over 5 years | -36.96% | -38.13% | +1.17% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | -39.16% | -0.39% |
Current DrawdownCurrent decline from peak | -12.16% | -9.52% | -2.64% |
Average DrawdownAverage peak-to-trough decline | -34.71% | -11.20% | -23.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 3.97% | +0.51% |
Volatility
NBMIX vs. WBSIX - Volatility Comparison
Neuberger Berman Small Cap Growth Fund (NBMIX) has a higher volatility of 10.84% compared to William Blair Small Cap Growth Fund (WBSIX) at 7.98%. This indicates that NBMIX's price experiences larger fluctuations and is considered to be riskier than WBSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NBMIX | WBSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.84% | 7.98% | +2.86% |
Volatility (6M)Calculated over the trailing 6-month period | 19.60% | 15.31% | +4.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.99% | 23.77% | +2.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.70% | 23.83% | +0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.25% | 22.94% | +1.31% |