FMBH vs NBXG

Comparison between First Mid Bancshares Inc (FMBH, Company) and Neuberger Berman Next Generation Connectivity Fund Inc (NBXG, Company).

Both FMBH and NBXG are from the Financial Services sector.

5-Year PerformanceNBXG has outperformed FMBH, delivering a return of +5.6% compared to +4.4%

FMBH vs NBXG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FMBH(COMPANY)	NBXG(COMPANY)
Market Cap	$1.23B	$1.23B
Max Drawdown	74.51%	57.18%
Sharpe Ratio	0.93	1.14
5Y Beta	0.79	1.11
Industry	Banks - Regional	Asset Management
P/E Ratio	11.86	3.83
Forward P/E	12.05	N/A
PEG Ratio	0.77	0.46
Dividend Yield	2.15%	N/A
5Y Dividends CAGR	4.09%	N/A
5Y EPS CAGR	10.74%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	8.24%	8.09%
P/S Ratio	3.50	3.77
P/B Ratio	1.14	0.90

Market Cap

Winner

FMBH

$1.23B

NBXG

$1.23B

Max Drawdown

FMBH

74.51%

Winner

NBXG

57.18%

Sharpe Ratio

FMBH

0.93

Winner

NBXG

1.14

5Y Beta

Winner

FMBH

0.79

NBXG

1.11

Industry

FMBH

Banks - Regional

NBXG

Asset Management

P/E Ratio

FMBH

11.86

Winner

NBXG

3.83

Forward P/E

FMBH

12.05

NBXG

N/A

PEG Ratio

FMBH

0.77

Winner

NBXG

0.46

Dividend Yield

FMBH

2.15%

NBXG

N/A

5Y Dividends CAGR

FMBH

4.09%

NBXG

N/A

5Y EPS CAGR

FMBH

10.74%

NBXG

N/A

Debt to Equity

FMBH

0.00%

NBXG

0.00%

Free Cash Flow Yield

Winner

FMBH

8.24%

NBXG

8.09%

P/S Ratio

Winner

FMBH

3.50

NBXG

3.77

P/B Ratio

FMBH

1.14

Winner

NBXG

0.90

FMBH vs NBXG - Historical Returns

Returns include dividend reinvestment.

Period	FMBH	NBXG
1 month	+9.82%	+6.22%
3 months	+18.44%	+27.54%
6 months	+12.52%	+17.90%
1 year	+30.54%	+29.85%
5 years(CAGR)	+4.41%	+5.60%
10 years(CAGR)	+8.94%	N/A
Max(CAGR)	+6.31%	+5.62%

Winner

FMBH

+9.82%

NBXG

+6.22%

FMBH

+18.44%

Winner

NBXG

+27.54%

FMBH

+12.52%

Winner

NBXG

+17.90%

Winner

FMBH

+30.54%

NBXG

+29.85%

5Y(CAGR)

FMBH

+4.41%

Winner

NBXG

+5.60%

10Y(CAGR)

FMBH

+8.94%

NBXG

N/A

Max(CAGR)

Winner

FMBH

+6.31%

NBXG

+5.62%

FMBH vs NBXG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FMBH	NBXG
2026	+22.24%	+15.71%
2025	+11.27%	+23.15%
2024	+9.44%	+30.41%
2023	+11.25%	+32.77%
2022	-23.92%	-42.20%
2021	+29.10%	-10.70%
2020	-0.90%	N/A
2019	+10.31%	N/A
2018	-14.98%	N/A
2017	+18.01%	N/A
2016	+34.36%	N/A
2015	+50.56%	N/A
2014	-11.99%	N/A
2013	+1.77%	N/A
2012	+25.61%	N/A
2011	+9.19%	N/A
2010	+6.11%	N/A
2009	-19.46%	N/A
2008	-13.52%	N/A
2007	-35.26%	N/A
2006	+0.79%	N/A
2005	+8.74%	N/A
2004	+23.89%	N/A
2003	+74.62%	N/A
2002	+15.31%	N/A
2001	+27.82%	N/A
2000	-16.27%	N/A
1999	-2.86%	N/A

FMBH vs NBXG Drawdown Comparison

The maximum drawdown for FMBH was -73.14%, occurring on Dec 11, 2008. Recovery took 3332 trading sessions.

The maximum drawdown for NBXG was -51.73%, occurring on Oct 14, 2022. Recovery took 943 trading sessions.

The current NBXG drawdown is -3.80%.

Rank	FMBH	NBXG
#1	-73.14% Jul 19, 2004 - Oct 10, 2017	-51.73% Sep 2, 2021 - Jun 6, 2025
#2	-51.26% Jun 20, 2018 - Mar 5, 2021	-16.26% Nov 3, 2025 - May 1, 2026
#3	-48.94% Nov 8, 2021 - Nov 6, 2024	-7.37% Jun 2, 2026 - Jun 10, 2026
#4	-36.05% Nov 19, 2001 - Jul 28, 2003	-4.84% Oct 6, 2025 - Nov 3, 2025
#5	-27.46% Nov 6, 2024 - Dec 11, 2025	-3.72% Jun 16, 2021 - Sep 2, 2021
#6	-22.54% Nov 10, 1999 - Jun 14, 2001	-3.56% May 14, 2026 - May 22, 2026
#7	-17.68% Nov 29, 2017 - Jun 19, 2018	-3.41% Jul 18, 2025 - Aug 18, 2025
#8	-15.28% Mar 26, 2021 - Nov 1, 2021	-2.42% Aug 18, 2025 - Aug 28, 2025
#9	-13.84% Oct 26, 2017 - Nov 29, 2017	-2.32% Jul 3, 2025 - Jul 16, 2025
#10	-12.05% Feb 6, 2026 - May 26, 2026	-2.14% Aug 28, 2025 - Sep 8, 2025
#11	-10.14% Jun 14, 2001 - Sep 24, 2001	-1.82% Sep 18, 2025 - Oct 1, 2025
#12	-8.64% Dec 15, 2025 - Jan 21, 2026	-1.20% May 1, 2026 - May 5, 2026
#13	-6.77% Sep 10, 2003 - Feb 9, 2004	-1.09% Jun 6, 2025 - Jun 18, 2025
#14	-5.56% Sep 24, 2001 - Nov 7, 2001	-0.74% Jun 2, 2021 - Jun 15, 2021
#15	-5.10% Mar 19, 2021 - Mar 26, 2021	-0.74% May 26, 2026 - May 28, 2026

Correlation

Correlation between FMBH and NBXG is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2000 - 2026)

FMBH vs NBXG dividend yield comparison.

Year	FMBH	NBXG
2026	1.07%	3.71%
2025	2.51%	8.73%
2024	2.55%	9.42%
2023	2.65%	10.98%
2022	2.81%	13.19%
2021	1.99%	3.47%
2020	2.41%	0.00%
2019	2.16%	0.00%
2018	2.19%	0.00%
2017	1.71%	0.00%
2016	1.82%	0.00%
2015	2.27%	0.00%
2014	2.96%	0.00%
2013	2.09%	0.00%
2012	1.85%	0.00%
2011	2.17%	0.00%
2010	2.20%	0.00%
2009	2.17%	0.00%
2008	1.71%	0.00%
2007	1.80%	0.00%
2006	1.27%	0.00%
2005	1.23%	0.00%
2004	1.19%	0.00%
2003	1.40%	0.00%
2002	1.85%	0.00%
2001	0.81%	0.00%
2000	1.13%	0.00%