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NDGIX vs VTSMX
NDGIX vs VTSMX Comparison
Open Charts NDGIX vs VTSMX
Neuberger Berman Dividend Growth I
Price$24.17
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets112.21M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
NDGIX vs VTSMX Comparison Chart in %
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NDGIX vs. VTSMX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NDGIX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. NDGIX (112M). VTSMX pays higher dividends than NDGIX: VTSMX (1.12) vs NDGIX (0.81). NDGIX was incepted earlier than VTSMX: NDGIX (10 years) vs VTSMX (33 years). NDGIX (0.99) is less costly to investors than VTSMX (0.14). NDGIX is a more actively managed with annual turnover of: 18.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than NDGIX: VTSMX (3000) vs NDGIX (1000000). NDGIX annual gain was more profitable for investors over the last year : 15.09 vs. VTSMX (13.89). VTSMX (95.59) and NDGIX (92.49) have equivalent 5 years return.
| NDGIX | VTSMX | NDGIX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.99 | 0.14 | 707% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 15.095 | 6.421 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 1.82T | 0% |
| Annual Yield % from dividends | 0.81 | 1.12 | 73% |
| Returns for 1 year | 15.09 | 13.89 | 109% |
| Returns for 3 years | 51.15 | 62.08 | 82% |
| Returns for 5 years | 92.49 | 95.59 | 97% |
| Returns for 10 years | N/A | 198.05 | - |
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