NBXG vs HTLD

Comparison between Neuberger Berman Next Generation Connectivity Fund Inc (NBXG, Company) and Heartland Express Inc (HTLD, Company).

NBXG is from the Financial Services sector, while HTLD is from the Industrials sector.

5-Year PerformanceNBXG has outperformed HTLD, delivering a return of +5.6% compared to -0.8%

NBXG vs HTLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBXG(COMPANY)	HTLD(COMPANY)
Market Cap	$1.23B	$1.22B
Max Drawdown	57.18%	74.45%
Sharpe Ratio	1.14	1.60
5Y Beta	1.11	0.80
Industry	Asset Management	Trucking
P/E Ratio	3.83	-28.17
Forward P/E	N/A	21.05
PEG Ratio	0.46	-0.52
Dividend Yield	N/A	0.51%
5Y Dividends CAGR	N/A	4.56%
Debt to Equity	0.00%	20.01%
Free Cash Flow Yield	8.09%	-5.24%
P/S Ratio	3.77	1.63
P/B Ratio	0.90	1.66

Market Cap

Winner

NBXG

$1.23B

HTLD

$1.22B

Max Drawdown

Winner

NBXG

57.18%

HTLD

74.45%

Sharpe Ratio

NBXG

1.14

Winner

HTLD

1.60

5Y Beta

NBXG

1.11

Winner

HTLD

0.80

Industry

NBXG

Asset Management

HTLD

Trucking

P/E Ratio

NBXG

3.83

Winner

HTLD

-28.17

Forward P/E

NBXG

N/A

HTLD

21.05

PEG Ratio

NBXG

0.46

Winner

HTLD

-0.52

Dividend Yield

NBXG

N/A

HTLD

0.51%

5Y Dividends CAGR

NBXG

N/A

HTLD

4.56%

Debt to Equity

Winner

NBXG

0.00%

HTLD

20.01%

Free Cash Flow Yield

Winner

NBXG

8.09%

HTLD

-5.24%

P/S Ratio

NBXG

3.77

Winner

HTLD

1.63

P/B Ratio

Winner

NBXG

0.90

HTLD

1.66

NBXG vs HTLD - Historical Returns

Returns include dividend reinvestment.

Period	NBXG	HTLD
1 month	+6.22%	+30.55%
3 months	+27.54%	+69.91%
6 months	+17.90%	+70.64%
1 year	+29.85%	+83.43%
5 years(CAGR)	+5.60%	-0.77%
10 years(CAGR)	N/A	-0.27%
Max(CAGR)	+5.62%	+7.29%

NBXG

+6.22%

Winner

HTLD

+30.55%

NBXG

+27.54%

Winner

HTLD

+69.91%

NBXG

+17.90%

Winner

HTLD

+70.64%

NBXG

+29.85%

Winner

HTLD

+83.43%

5Y(CAGR)

Winner

NBXG

+5.60%

HTLD

-0.77%

10Y(CAGR)

NBXG

N/A

HTLD

-0.27%

Max(CAGR)

NBXG

+5.62%

Winner

HTLD

+7.29%

NBXG vs HTLD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NBXG	HTLD
2026	+15.71%	+76.41%
2025	+23.15%	-16.87%
2024	+30.41%	-18.90%
2023	+32.77%	-8.04%
2022	-42.20%	-7.91%
2021	-10.70%	-3.23%
2020	N/A	-12.78%
2019	N/A	+15.30%
2018	N/A	-22.28%
2017	N/A	+14.22%
2016	N/A	+22.79%
2015	N/A	-36.65%
2014	N/A	+38.28%
2013	N/A	+48.20%
2012	N/A	-1.33%
2011	N/A	-11.81%
2010	N/A	+8.76%
2009	N/A	-3.50%
2008	N/A	+15.56%
2007	N/A	+3.90%
2006	N/A	-2.10%
2005	N/A	-9.94%
2004	N/A	+35.70%
2003	N/A	+6.26%
2002	N/A	+23.72%
2001	N/A	+58.22%
2000	N/A	+49.57%
1999	N/A	+8.62%

NBXG vs HTLD Drawdown Comparison

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

The maximum drawdown for HTLD was -72.26%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The current NBXG drawdown is -3.80%. The current HTLD drawdown is -36.61%.

Rank	NBXG	HTLD
#1	-51.73% Sep 2, 2021 - Jun 6, 2025	-72.26% Dec 26, 2014 - Nov 20, 2025
#2	-16.26% Nov 3, 2025 - May 1, 2026	-34.55% Aug 14, 2008 - Feb 16, 2011
#3	-7.37% Jun 2, 2026 - Jun 10, 2026	-32.47% Feb 27, 2002 - Jul 15, 2003
#4	-4.84% Oct 6, 2025 - Nov 3, 2025	-28.51% Apr 6, 2011 - Nov 12, 2013
#5	-3.72% Jun 16, 2021 - Sep 2, 2021	-25.37% Apr 20, 2006 - Jul 11, 2007
#6	-3.56% May 14, 2026 - May 22, 2026	-23.94% Jul 12, 2007 - Jul 22, 2008
#7	-3.41% Jul 18, 2025 - Aug 18, 2025	-22.34% Dec 29, 2004 - Jan 30, 2006
#8	-2.42% Aug 18, 2025 - Aug 28, 2025	-22.27% May 16, 2001 - Jul 17, 2001
#9	-2.32% Jul 3, 2025 - Jul 16, 2025	-22.03% Aug 3, 2001 - Dec 5, 2001
#10	-2.14% Aug 28, 2025 - Sep 8, 2025	-21.22% Sep 4, 2003 - Jun 28, 2004
#11	-1.82% Sep 18, 2025 - Oct 1, 2025	-19.81% Dec 31, 1999 - Apr 7, 2000
#12	-1.20% May 1, 2026 - May 5, 2026	-14.40% Feb 23, 2006 - Apr 19, 2006
#13	-1.09% Jun 6, 2025 - Jun 18, 2025	-14.12% May 26, 2000 - Nov 16, 2000
#14	-0.74% Jun 2, 2021 - Jun 15, 2021	-12.82% Apr 22, 2014 - Jul 22, 2014
#15	-0.74% May 26, 2026 - May 28, 2026	-12.16% May 1, 2000 - May 26, 2000

Correlation

Correlation between NBXG and HTLD is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42

-101

Dividend Comparison (2003 - 2026)

NBXG vs HTLD dividend yield comparison.

Year	NBXG	HTLD
2026	3.71%	0.12%
2025	8.73%	0.89%
2024	9.42%	0.71%
2023	10.98%	0.56%
2022	13.19%	0.52%
2021	3.47%	3.45%
2020	0.00%	0.44%
2019	0.00%	0.38%
2018	0.00%	0.44%
2017	0.00%	0.34%
2016	0.00%	0.39%
2015	0.00%	0.47%
2014	0.00%	0.30%
2013	0.00%	0.41%
2012	0.00%	8.26%
2011	0.00%	0.56%
2010	0.00%	6.74%
2009	0.00%	0.52%
2008	0.00%	0.51%
2007	0.00%	14.67%
2006	0.00%	0.50%
2005	0.00%	0.39%
2004	0.00%	0.30%
2003	0.00%	0.17%