NPRTX vs. VVIAX

In the year-to-date period, NPRTX achieves a 2.72% return, which is significantly higher than VVIAX's 1.89% return. Over the past 10 years, NPRTX has underperformed VVIAX with an annualized return of 5.74%, while VVIAX has yielded a comparatively higher 9.93% annualized return.

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NPRTX has a 0.79% expense ratio, which is higher than VVIAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Large Cap Value Fund (NPRTX) and Vanguard Value Index Fund Admiral Shares (VVIAX). 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.

The current NPRTX Sharpe Ratio is 0.41, which is comparable to the VVIAX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of NPRTX and VVIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NPRTX's dividend yield for the trailing twelve months is around 2.13%, less than VVIAX's 2.28% yield.

The maximum NPRTX drawdown since its inception was -66.25%, which is greater than VVIAX's maximum drawdown of -59.32%. Use the drawdown chart below to compare losses from any high point for NPRTX and VVIAX. For additional features, visit the drawdowns tool.

The current volatility for Neuberger Berman Large Cap Value Fund (NPRTX) is 3.97%, while Vanguard Value Index Fund Admiral Shares (VVIAX) has a volatility of 4.69%. This indicates that NPRTX experiences smaller price fluctuations and is considered to be less risky than VVIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.