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 a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
NMULX vs. FXAIX - Performance Comparison
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NMULX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMULX Neuberger Berman Multi-Cap Opportunities Fund | -4.01% | 14.81% | 20.55% | 18.35% | -17.68% | 26.48% | 12.47% | 28.20% | -4.78% | 24.90% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, NMULX achieves a -4.01% return, which is significantly higher than FXAIX's -4.34% return. Over the past 10 years, NMULX has underperformed FXAIX with an annualized return of 12.17%, while FXAIX has yielded a comparatively higher 14.08% annualized return.
NMULX
- 1D
- 2.55%
- 1M
- -4.83%
- YTD
- -4.01%
- 6M
- -2.27%
- 1Y
- 12.17%
- 3Y*
- 14.55%
- 5Y*
- 8.70%
- 10Y*
- 12.17%
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
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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.
Return for Risk
NMULX vs. FXAIX — Risk / Return Rank
NMULX
FXAIX
NMULX vs. FXAIX - Risk-Adjusted Trends 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.
| NMULX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.97 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.49 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.52 | -0.54 |
Martin ratioReturn relative to average drawdown | 4.43 | 7.30 | -2.86 |
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
| NMULX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.97 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.70 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.78 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.76 | -0.33 |
Correlation
The correlation between NMULX and FXAIX is 0.95, 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
NMULX vs. FXAIX - Dividend Comparison
NMULX's dividend yield for the trailing twelve months is around 0.72%, less than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMULX Neuberger Berman Multi-Cap Opportunities Fund | 0.72% | 0.69% | 2.93% | 22.77% | 30.16% | 34.21% | 24.27% | 20.47% | 11.21% | 10.49% | 3.61% | 3.71% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
NMULX vs. FXAIX - Drawdown Comparison
The maximum NMULX drawdown since its inception was -56.00%, 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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Drawdown Indicators
| NMULX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.00% | -33.79% | -22.21% |
Max Drawdown (1Y)Largest decline over 1 year | -11.61% | -12.13% | +0.52% |
Max Drawdown (5Y)Largest decline over 5 years | -26.05% | -24.50% | -1.55% |
Max Drawdown (10Y)Largest decline over 10 years | -39.41% | -33.79% | -5.62% |
Current DrawdownCurrent decline from peak | -6.18% | -6.23% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -9.66% | -3.83% | -5.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.53% | +0.04% |
Volatility
NMULX vs. FXAIX - Volatility Comparison
The current volatility for Neuberger Berman Multi-Cap Opportunities Fund (NMULX) is 4.76%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 5.34%. 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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Volatility by Period
| NMULX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 5.34% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 8.69% | 9.53% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.72% | 18.32% | -1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.24% | 16.92% | +4.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.86% | 18.05% | +2.81% |