VWNEX vs. NPRTX

In the year-to-date period, VWNEX achieves a -4.46% return, which is significantly lower than NPRTX's -0.58% return. Over the past 10 years, VWNEX has underperformed NPRTX with an annualized return of 0.84%, while NPRTX has yielded a comparatively higher 5.58% annualized return.

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VWNEX has a 0.20% expense ratio, which is lower than NPRTX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor Fund Admiral Shares (VWNEX) and Neuberger Berman Large Cap Value Fund (NPRTX). 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 VWNEX Sharpe Ratio is -0.36, which is lower than the NPRTX Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of VWNEX and NPRTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VWNEX's dividend yield for the trailing twelve months is around 2.41%, more than NPRTX's 2.20% yield.

The maximum VWNEX drawdown since its inception was -65.77%, roughly equal to the maximum NPRTX drawdown of -66.25%. Use the drawdown chart below to compare losses from any high point for VWNEX and NPRTX. For additional features, visit the drawdowns tool.

Vanguard Windsor Fund Admiral Shares (VWNEX) has a higher volatility of 12.52% compared to Neuberger Berman Large Cap Value Fund (NPRTX) at 10.83%. This indicates that VWNEX's price experiences larger fluctuations and is considered to be riskier than NPRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.