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NRSRX vs VTSMX
NRSRX vs VTSMX Comparison
Open Charts NRSRX vs VTSMX
Neuberger Berman Sustainable Equity R6
Price$52.02
Change+$0.42 (+0.81%)
VolumeN/A
Net Assets1.86B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
NRSRX vs VTSMX Comparison Chart in %
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NRSRX 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 NRSRX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. NRSRX (1.86B). VTSMX pays higher dividends than NRSRX: VTSMX (1.12) vs NRSRX (0.12). NRSRX was incepted earlier than VTSMX: NRSRX (12 years) vs VTSMX (33 years). NRSRX (0.61) is less costly to investors than VTSMX (0.14). NRSRX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). NRSRX has a lower initial minimum investment than VTSMX: NRSRX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. NRSRX (10.04). VTSMX return over 5 years is better than : 95.59 vs. NRSRX (50.32).
| NRSRX | VTSMX | NRSRX / VTSMX | |
| Total Expense Ratio | 0.61 | 0.14 | 436% |
| Annual Report Gross Expense Ratio | 0.61 | 0.14 | 436% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 6.817 | 6.421 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 1.82T | 0% |
| Annual Yield % from dividends | 0.12 | 1.12 | 11% |
| Returns for 1 year | 10.04 | 13.89 | 72% |
| Returns for 3 years | 39.11 | 62.08 | 63% |
| Returns for 5 years | 50.32 | 95.59 | 53% |
| Returns for 10 years | 56.09 | 198.05 | 28% |
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