NRMGX vs. MXMGX
NRMGX (Neuberger Berman Mid Cap Growth Fund Class R6) and MXMGX (Great-West T. Rowe Price Mid Cap Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, NRMGX returned 12.30%/yr vs 8.68%/yr for MXMGX. Their correlation of 0.87 means they have usually moved in the same direction. NRMGX charges 0.58%/yr vs 1.02%/yr for MXMGX.
Performance
NRMGX vs. MXMGX - Performance Comparison
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Returns By Period
In the year-to-date period, NRMGX achieves a 2.59% return, which is significantly higher than MXMGX's 2.39% return. Over the past 10 years, NRMGX has outperformed MXMGX with an annualized return of 12.30%, while MXMGX has yielded a comparatively lower 8.68% annualized return.
NRMGX
- 1D
- 2.03%
- 1M
- -4.20%
- 6M
- 0.67%
- YTD
- 2.59%
- 1Y
- -1.81%
- 3Y*
- 15.33%
- 5Y*
- 4.76%
- 10Y*
- 12.30%
- ALL TIME*
- 10.82%
MXMGX
- 1D
- 0.49%
- 1M
- -1.74%
- 6M
- 2.12%
- YTD
- 2.39%
- 1Y
- 3.95%
- 3Y*
- 5.58%
- 5Y*
- 1.73%
- 10Y*
- 8.68%
- ALL TIME*
- 5.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
NRMGX vs. MXMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NRMGX Neuberger Berman Mid Cap Growth Fund Class R6 | 2.59% | 5.72% | 37.37% | 18.53% | -28.68% | 12.71% | 39.81% | 34.07% | -6.01% | 25.18% |
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 2.39% | 2.99% | 9.02% | 19.61% | -22.82% | 15.25% | 23.65% | 31.28% | -2.80% | 23.89% |
Correlation
The correlation between NRMGX and MXMGX is 0.74, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.74 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.87 |
The correlation between NRMGX and MXMGX shifts across timeframes, from 0.74 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
NRMGX vs. MXMGX — Risk / Return Rank
NRMGX
MXMGX
NRMGX vs. MXMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Mid Cap Growth Fund Class R6 (NRMGX) and Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NRMGX | MXMGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.54 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.05 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.22 | 0.32 | -0.54 |
| Martin ratioReturn relative to average drawdown | -0.60 | 1.07 | -1.67 |
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Drawdowns
NRMGX vs. MXMGX - Drawdown Comparison
The maximum NRMGX drawdown since its inception was -37.97%, smaller than the maximum MXMGX drawdown of -60.97%. Use the drawdown chart below to compare losses from any high point for NRMGX and MXMGX.
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Drawdown Indicators
| NRMGX | MXMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.97% | -60.97% | +23.00% |
Max Drawdown (1Y)Largest decline over 1 year | -17.65% | -10.29% | -7.36% |
Max Drawdown (3Y)Largest decline over 3 years | -25.95% | -23.17% | -2.78% |
Max Drawdown (5Y)Largest decline over 5 years | -37.97% | -32.33% | -5.64% |
Max Drawdown (10Y)Largest decline over 10 years | -37.97% | -35.88% | -2.09% |
Current DrawdownCurrent decline from peak | -8.51% | -2.15% | -6.36% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -11.74% | +2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.36% | 3.09% | +3.27% |
Volatility
NRMGX vs. MXMGX - Volatility Comparison
Neuberger Berman Mid Cap Growth Fund Class R6 (NRMGX) has a higher volatility of 5.72% compared to Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) at 2.53%. This indicates that NRMGX's price experiences larger fluctuations and is considered to be riskier than MXMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NRMGX | MXMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.72% | 2.53% | +3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 17.53% | 10.53% | +7.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 13.59% | +8.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.02% | 19.05% | +4.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.84% | 18.89% | +3.95% |
NRMGX vs. MXMGX - Expense Ratio Comparison
NRMGX has a 0.58% expense ratio, which is lower than MXMGX's 1.02% expense ratio.
Dividends
NRMGX vs. MXMGX - Dividend Comparison
NRMGX's dividend yield for the trailing twelve months is around 22.50%, more than MXMGX's 1.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 1.64% | 1.68% | 3.66% | 2.39% | 2.66% | 4.92% | 2.74% | 2.19% | 6.13% | 4.53% | 0.00% | 0.00% |
NRMGX Neuberger Berman Mid Cap Growth Fund Class R6 | 22.50% | 23.08% | 19.50% | 3.17% | 4.85% | 16.27% | 9.48% | 5.39% | 11.66% | 8.94% | 4.85% | 8.78% |
Frequently Asked Questions
NRMGX and MXMGX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NRMGX has higher volatility (5.72%) compared to MXMGX (2.53%). In terms of maximum drawdown, NRMGX dropped -37.97% vs MXMGX's -60.97%.
MXMGX currently has the higher Sharpe Ratio (0.25 vs -0.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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