Correlation
The correlation between NMANX and VGHAX is 0.78, 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.
NMANX vs. VGHAX
Compare and contrast key facts about Neuberger Berman Mid Cap Growth Fund (NMANX) and Vanguard Health Care Fund Admiral Shares (VGHAX).
NMANX is managed by Neuberger Berman. It was launched on Mar 1, 1979. VGHAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NMANX or VGHAX.
Performance
NMANX vs. VGHAX - Performance Comparison
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Key characteristics
NMANX:
0.61
VGHAX:
-0.60
NMANX:
0.84
VGHAX:
-0.87
NMANX:
1.11
VGHAX:
0.89
NMANX:
0.49
VGHAX:
-0.49
NMANX:
1.46
VGHAX:
-0.98
NMANX:
8.72%
VGHAX:
11.68%
NMANX:
25.37%
VGHAX:
16.20%
NMANX:
-61.40%
VGHAX:
-36.85%
NMANX:
-6.98%
VGHAX:
-20.09%
Returns By Period
In the year-to-date period, NMANX achieves a 3.23% return, which is significantly higher than VGHAX's -4.84% return. Over the past 10 years, NMANX has outperformed VGHAX with an annualized return of 9.86%, while VGHAX has yielded a comparatively lower 5.33% annualized return.
NMANX
3.23%
8.99%
-3.52%
15.23%
12.24%
10.35%
9.86%
VGHAX
-4.84%
-4.13%
-10.80%
-9.64%
1.27%
3.76%
5.33%
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NMANX vs. VGHAX - Expense Ratio Comparison
NMANX has a 0.83% expense ratio, which is higher than VGHAX's 0.25% expense ratio.
Risk-Adjusted Performance
NMANX vs. VGHAX — Risk-Adjusted Performance Rank
NMANX
VGHAX
NMANX vs. VGHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Mid Cap Growth Fund (NMANX) and Vanguard Health Care Fund Admiral Shares (VGHAX). 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.
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Dividends
NMANX vs. VGHAX - Dividend Comparison
NMANX's dividend yield for the trailing twelve months is around 9.54%, less than VGHAX's 12.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMANX Neuberger Berman Mid Cap Growth Fund | 9.54% | 9.85% | 3.19% | 4.87% | 16.30% | 9.57% | 5.43% | 11.70% | 8.95% | 4.87% | 8.76% | 12.72% |
VGHAX Vanguard Health Care Fund Admiral Shares | 12.48% | 13.12% | 7.22% | 5.49% | 8.36% | 8.02% | 11.87% | 9.24% | 7.36% | 8.60% | 8.21% | 13.08% |
Drawdowns
NMANX vs. VGHAX - Drawdown Comparison
The maximum NMANX drawdown since its inception was -61.40%, which is greater than VGHAX's maximum drawdown of -36.85%. Use the drawdown chart below to compare losses from any high point for NMANX and VGHAX.
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Volatility
NMANX vs. VGHAX - Volatility Comparison
The current volatility for Neuberger Berman Mid Cap Growth Fund (NMANX) is 6.13%, while Vanguard Health Care Fund Admiral Shares (VGHAX) has a volatility of 7.54%. This indicates that NMANX experiences smaller price fluctuations and is considered to be less risky than VGHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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