NMANX vs. SMCWX
Compare and contrast key facts about Neuberger Berman Mid Cap Growth Fund (NMANX) and American Funds SMALLCAP World Fund Class A (SMCWX).
NMANX is managed by Neuberger Berman. It was launched on Mar 1, 1979. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
NMANX vs. SMCWX - Performance Comparison
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NMANX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMANX Neuberger Berman Mid Cap Growth Fund | -4.02% | 5.51% | 24.39% | 18.21% | -28.82% | 12.42% | 39.45% | 33.62% | -6.28% | 29.01% |
SMCWX American Funds SMALLCAP World Fund Class A | 0.33% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, NMANX achieves a -4.02% return, which is significantly lower than SMCWX's 0.33% return. Over the past 10 years, NMANX has outperformed SMCWX with an annualized return of 11.19%, while SMCWX has yielded a comparatively lower 9.19% annualized return.
NMANX
- 1D
- 1.15%
- 1M
- -4.22%
- YTD
- -4.02%
- 6M
- -11.88%
- 1Y
- 8.66%
- 3Y*
- 11.34%
- 5Y*
- 2.74%
- 10Y*
- 11.19%
SMCWX
- 1D
- 1.39%
- 1M
- -3.96%
- YTD
- 0.33%
- 6M
- 2.17%
- 1Y
- 20.56%
- 3Y*
- 9.36%
- 5Y*
- 0.44%
- 10Y*
- 9.19%
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NMANX vs. SMCWX - Expense Ratio Comparison
NMANX has a 0.83% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Return for Risk
NMANX vs. SMCWX — Risk / Return Rank
NMANX
SMCWX
NMANX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Mid Cap Growth Fund (NMANX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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.
| NMANX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 1.24 | -0.81 |
Sortino ratioReturn per unit of downside risk | 0.76 | 1.81 | -1.05 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.24 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.90 | -1.27 |
Martin ratioReturn relative to average drawdown | 1.95 | 7.22 | -5.27 |
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
| NMANX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 1.24 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.02 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.52 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.57 | -0.07 |
Correlation
The correlation between NMANX and SMCWX is 0.85, 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
NMANX vs. SMCWX - Dividend Comparison
NMANX's dividend yield for the trailing twelve months is around 24.06%, more than SMCWX's 4.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMANX Neuberger Berman Mid Cap Growth Fund | 24.06% | 23.10% | 9.85% | 3.19% | 4.87% | 16.30% | 9.58% | 5.43% | 11.70% | 8.94% | 5.00% | 9.00% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.83% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
NMANX vs. SMCWX - Drawdown Comparison
The maximum NMANX drawdown since its inception was -72.14%, which is greater than SMCWX's maximum drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for NMANX and SMCWX.
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Drawdown Indicators
| NMANX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.14% | -62.46% | -9.68% |
Max Drawdown (1Y)Largest decline over 1 year | -17.71% | -11.83% | -5.88% |
Max Drawdown (5Y)Largest decline over 5 years | -38.10% | -39.79% | +1.69% |
Max Drawdown (10Y)Largest decline over 10 years | -38.10% | -39.79% | +1.69% |
Current DrawdownCurrent decline from peak | -13.21% | -8.87% | -4.34% |
Average DrawdownAverage peak-to-trough decline | -17.45% | -14.98% | -2.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.71% | 3.11% | +2.60% |
Volatility
NMANX vs. SMCWX - Volatility Comparison
Neuberger Berman Mid Cap Growth Fund (NMANX) has a higher volatility of 8.86% compared to American Funds SMALLCAP World Fund Class A (SMCWX) at 7.40%. This indicates that NMANX's price experiences larger fluctuations and is considered to be riskier than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NMANX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.86% | 7.40% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 16.46% | 11.89% | +4.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.80% | 17.95% | +5.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.15% | 18.04% | +5.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.36% | 17.76% | +4.60% |