NBXG vs FMBH

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

Both NBXG and FMBH are from the Financial Services sector.

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

NBXG vs FMBH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBXG(COMPANY)	FMBH(COMPANY)
Market Cap	$1.23B	$1.23B
Max Drawdown	57.18%	74.51%
Sharpe Ratio	1.26	1.03
5Y Beta	1.11	0.79
Industry	Asset Management	Banks - Regional
P/E Ratio	3.83	11.86
Forward P/E	N/A	12.05
PEG Ratio	0.46	0.77
Dividend Yield	N/A	2.14%
5Y Dividends CAGR	N/A	4.09%
5Y EPS CAGR	N/A	10.74%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	8.09%	8.24%
P/S Ratio	3.77	3.50
P/B Ratio	0.90	1.14

Market Cap

NBXG

$1.23B

Winner

FMBH

$1.23B

Max Drawdown

Winner

NBXG

57.18%

FMBH

74.51%

Sharpe Ratio

Winner

NBXG

1.26

FMBH

1.03

5Y Beta

NBXG

1.11

Winner

FMBH

0.79

Industry

NBXG

Asset Management

FMBH

Banks - Regional

P/E Ratio

Winner

NBXG

3.83

FMBH

11.86

Forward P/E

NBXG

N/A

FMBH

12.05

PEG Ratio

Winner

NBXG

0.46

FMBH

0.77

Dividend Yield

NBXG

N/A

FMBH

2.14%

5Y Dividends CAGR

NBXG

N/A

FMBH

4.09%

5Y EPS CAGR

NBXG

N/A

FMBH

10.74%

Debt to Equity

NBXG

0.00%

FMBH

0.00%

Free Cash Flow Yield

NBXG

8.09%

Winner

FMBH

8.24%

P/S Ratio

NBXG

3.77

Winner

FMBH

3.50

P/B Ratio

Winner

NBXG

0.90

FMBH

1.14

NBXG vs FMBH - Historical Returns

Returns include dividend reinvestment.

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

NBXG

+6.22%

Winner

FMBH

+9.82%

Winner

NBXG

+27.54%

FMBH

+18.44%

Winner

NBXG

+17.90%

FMBH

+12.52%

NBXG

+29.85%

Winner

FMBH

+30.54%

5Y(CAGR)

Winner

NBXG

+5.60%

FMBH

+4.41%

10Y(CAGR)

NBXG

N/A

FMBH

+8.94%

Max(CAGR)

NBXG

+5.62%

Winner

FMBH

+6.31%

NBXG vs FMBH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

NBXG vs FMBH Drawdown Comparison

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

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

The current NBXG drawdown is -3.80%.

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

Correlation

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

0.80

-101

Dividend Comparison (2000 - 2026)

NBXG vs FMBH dividend yield comparison.

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