WFSPX vs. NBGIX
Compare and contrast key facts about iShares S&P 500 Index Fund (WFSPX) and Neuberger Berman Genesis Fund Institutional Class (NBGIX).
WFSPX is managed by Blackrock. It was launched on Jul 30, 1993. NBGIX is managed by Neuberger Berman. It was launched on Jul 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFSPX or NBGIX.
Correlation
The correlation between WFSPX and NBGIX is 0.84, 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.
Performance
WFSPX vs. NBGIX - Performance Comparison
Key characteristics
WFSPX:
2.17
NBGIX:
0.83
WFSPX:
2.89
NBGIX:
1.28
WFSPX:
1.40
NBGIX:
1.15
WFSPX:
3.31
NBGIX:
0.78
WFSPX:
13.73
NBGIX:
3.24
WFSPX:
2.04%
NBGIX:
4.55%
WFSPX:
12.85%
NBGIX:
17.71%
WFSPX:
-89.72%
NBGIX:
-51.35%
WFSPX:
-0.64%
NBGIX:
-8.88%
Returns By Period
In the year-to-date period, WFSPX achieves a 2.91% return, which is significantly lower than NBGIX's 4.01% return. Over the past 10 years, WFSPX has outperformed NBGIX with an annualized return of 13.14%, while NBGIX has yielded a comparatively lower 3.73% annualized return.
WFSPX
2.91%
2.08%
9.46%
26.16%
14.23%
13.14%
NBGIX
4.01%
3.26%
1.05%
12.14%
5.62%
3.73%
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WFSPX vs. NBGIX - Expense Ratio Comparison
WFSPX has a 0.03% expense ratio, which is lower than NBGIX's 0.84% expense ratio.
Risk-Adjusted Performance
WFSPX vs. NBGIX — Risk-Adjusted Performance Rank
WFSPX
NBGIX
WFSPX vs. NBGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund (WFSPX) and Neuberger Berman Genesis Fund Institutional Class (NBGIX). 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.
Dividends
WFSPX vs. NBGIX - Dividend Comparison
WFSPX's dividend yield for the trailing twelve months is around 1.22%, while NBGIX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFSPX iShares S&P 500 Index Fund | 1.22% | 1.25% | 1.44% | 1.69% | 1.25% | 1.55% | 1.99% | 2.03% | 1.74% | 2.07% | 1.95% | 1.84% |
NBGIX Neuberger Berman Genesis Fund Institutional Class | 0.00% | 0.00% | 3.29% | 11.19% | 0.00% | 0.03% | 0.22% | 0.28% | 0.39% | 0.34% | 0.42% | 0.33% |
Drawdowns
WFSPX vs. NBGIX - Drawdown Comparison
The maximum WFSPX drawdown since its inception was -89.72%, which is greater than NBGIX's maximum drawdown of -51.35%. Use the drawdown chart below to compare losses from any high point for WFSPX and NBGIX. For additional features, visit the drawdowns tool.
Volatility
WFSPX vs. NBGIX - Volatility Comparison
iShares S&P 500 Index Fund (WFSPX) and Neuberger Berman Genesis Fund Institutional Class (NBGIX) have volatilities of 5.14% and 5.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.