Correlation
The correlation between NMULX and FXAIX is 0.94, 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.
NMULX vs. FXAIX
Compare and contrast key facts about Neuberger Berman Multi-Cap Opportunities Fund (NMULX) and Fidelity 500 Index Fund (FXAIX).
NMULX is managed by Neuberger Berman. It was launched on Nov 2, 2006. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NMULX or FXAIX.
Performance
NMULX vs. FXAIX - Performance Comparison
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Key characteristics
NMULX:
0.76
FXAIX:
0.75
NMULX:
1.11
FXAIX:
1.07
NMULX:
1.16
FXAIX:
1.15
NMULX:
0.73
FXAIX:
0.72
NMULX:
2.70
FXAIX:
2.73
NMULX:
4.67%
FXAIX:
4.85%
NMULX:
17.72%
FXAIX:
19.78%
NMULX:
-39.41%
FXAIX:
-33.79%
NMULX:
-3.35%
FXAIX:
-3.14%
Returns By Period
In the year-to-date period, NMULX achieves a 2.04% return, which is significantly higher than FXAIX's 1.34% return. Both investments have delivered pretty close results over the past 10 years, with NMULX having a 12.63% annualized return and FXAIX not far ahead at 12.68%.
NMULX
2.04%
5.33%
-3.35%
12.14%
18.30%
17.74%
12.63%
FXAIX
1.34%
5.62%
-1.07%
13.84%
14.51%
16.00%
12.68%
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NMULX vs. FXAIX - Expense Ratio Comparison
NMULX has a 0.82% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
NMULX vs. FXAIX — Risk-Adjusted Performance Rank
NMULX
FXAIX
NMULX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Multi-Cap Opportunities Fund (NMULX) and Fidelity 500 Index Fund (FXAIX). 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
NMULX vs. FXAIX - Dividend Comparison
NMULX's dividend yield for the trailing twelve months is around 2.87%, more than FXAIX's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMULX Neuberger Berman Multi-Cap Opportunities Fund | 2.87% | 2.93% | 22.77% | 30.16% | 34.20% | 24.27% | 20.47% | 11.22% | 10.50% | 3.61% | 3.72% | 4.22% |
FXAIX Fidelity 500 Index Fund | 1.55% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
NMULX vs. FXAIX - Drawdown Comparison
The maximum NMULX drawdown since its inception was -39.41%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for NMULX and FXAIX.
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Volatility
NMULX vs. FXAIX - Volatility Comparison
The current volatility for Neuberger Berman Multi-Cap Opportunities Fund (NMULX) is 4.33%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.77%. This indicates that NMULX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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