NBXG vs OPY

Comparison between Neuberger Berman Next Generation Connectivity Fund Inc (NBXG, Company) and Oppenheimer Holdings Inc - Class A (OPY, Company).

Both NBXG and OPY are from the Financial Services sector.

5-Year PerformanceOPY has outperformed NBXG, delivering a return of +23.1% compared to +5.2%

NBXG vs OPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBXG(COMPANY)	OPY(COMPANY)
Market Cap	$1.23B	$1.23B
Max Drawdown	57.18%	87.88%
Sharpe Ratio	0.60	1.40
5Y Beta	1.15	0.97
Industry	Asset Management	Capital Markets
P/E Ratio	3.83	24.14
Forward P/E	N/A	10.81
PEG Ratio	0.46	N/A
Dividend Yield	N/A	0.68%
5Y Dividends CAGR	71.88%	3.29%
5Y EPS CAGR	N/A	13.70%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	8.09%	-0.73%

Market Cap

NBXG

$1.23B

Winner

OPY

$1.23B

Max Drawdown

Winner

NBXG

57.18%

OPY

87.88%

Sharpe Ratio

NBXG

0.60

Winner

OPY

1.40

5Y Beta

NBXG

1.15

Winner

OPY

0.97

Industry

NBXG

Asset Management

OPY

Capital Markets

P/E Ratio

Winner

NBXG

3.83

OPY

24.14

Forward P/E

NBXG

N/A

OPY

10.81

PEG Ratio

NBXG

0.46

OPY

N/A

Dividend Yield

NBXG

N/A

OPY

0.68%

5Y Dividends CAGR

Winner

NBXG

71.88%

OPY

3.29%

5Y EPS CAGR

NBXG

N/A

OPY

13.70%

Debt to Equity

NBXG

0.00%

OPY

0.00%

Free Cash Flow Yield

Winner

NBXG

8.09%

OPY

-0.73%

NBXG vs OPY - Historical Returns

Returns include dividend reinvestment.

Period	NBXG	OPY
1 month	+1.34%	-0.86%
3 months	+3.72%	+22.35%
6 months	+23.76%	+34.45%
1 year	+16.51%	+60.90%
5 years(CAGR)	+5.22%	+23.05%
10 years(CAGR)	N/A	+24.66%
Max(CAGR)	+5.23%	+9.94%

Winner

NBXG

+1.34%

OPY

-0.86%

NBXG

+3.72%

Winner

OPY

+22.35%

NBXG

+23.76%

Winner

OPY

+34.45%

NBXG

+16.51%

Winner

OPY

+60.90%

5Y(CAGR)

NBXG

+5.22%

Winner

OPY

+23.05%

10Y(CAGR)

NBXG

N/A

OPY

+24.66%

Max(CAGR)

NBXG

+5.23%

Winner

OPY

+9.94%

NBXG vs OPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NBXG	OPY
2026	+14.60%	+59.23%
2025	+23.15%	+14.34%
2024	+30.41%	+57.32%
2023	+32.77%	-4.06%
2022	-42.20%	-8.14%
2021	-10.70%	+52.77%
2020	N/A	+17.41%
2019	N/A	+10.55%
2018	N/A	-2.52%
2017	N/A	+47.31%
2016	N/A	+16.52%
2015	N/A	-23.24%
2014	N/A	-2.10%
2013	N/A	+44.70%
2012	N/A	+9.67%
2011	N/A	-38.75%
2010	N/A	-20.74%
2009	N/A	+162.67%
2008	N/A	-68.83%
2007	N/A	+25.87%
2006	N/A	+72.02%
2005	N/A	-19.32%
2004	N/A	-23.36%
2003	N/A	+39.29%
2002	N/A	-8.57%
2001	N/A	+20.61%
2000	N/A	+63.38%
1999	N/A	-3.91%

NBXG vs OPY Drawdown Comparison

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

The maximum drawdown for OPY was -87.49%, occurring on Mar 9, 2009. Recovery took 3438 trading sessions.

The current NBXG drawdown is -7.93%. The current OPY drawdown is -3.23%.

Rank	NBXG	OPY
#1	-51.73% Sep 2, 2021 - Jun 6, 2025	-87.49% Jul 11, 2007 - Mar 8, 2021
#2	-17.90% Jun 18, 2026 - Jul 29, 2026	-45.71% Jun 16, 2021 - Jul 15, 2024
#3	-16.26% Nov 3, 2025 - May 1, 2026	-45.62% Dec 5, 2003 - Oct 25, 2006
#4	-7.37% Jun 2, 2026 - Jun 18, 2026	-31.05% Jun 6, 2001 - May 29, 2003
#5	-4.84% Oct 6, 2025 - Nov 3, 2025	-29.42% Jan 24, 2025 - Jul 22, 2025
#6	-3.72% Jun 16, 2021 - Sep 2, 2021	-21.22% Apr 22, 2026 - Jul 9, 2026
#7	-3.56% May 14, 2026 - May 22, 2026	-19.35% Sep 18, 2025 - Jan 15, 2026
#8	-3.41% Jul 18, 2025 - Aug 18, 2025	-17.56% Jul 25, 2024 - Nov 1, 2024
#9	-2.42% Aug 18, 2025 - Aug 28, 2025	-14.56% Oct 31, 2006 - Jan 16, 2007
#10	-2.32% Jul 3, 2025 - Jul 16, 2025	-13.70% Jan 19, 2007 - Apr 12, 2007
#11	-2.14% Aug 28, 2025 - Sep 8, 2025	-12.76% Jun 2, 2003 - Oct 2, 2003
#12	-1.82% Sep 18, 2025 - Oct 1, 2025	-12.62% Sep 14, 2000 - Nov 28, 2000
#13	-1.20% May 1, 2026 - May 5, 2026	-11.16% Feb 9, 2026 - Apr 7, 2026
#14	-1.09% Jun 6, 2025 - Jun 18, 2025	-10.41% Jul 15, 2026 - Jul 31, 2026
#15	-0.74% Jun 2, 2021 - Jun 15, 2021	-10.34% Feb 15, 2001 - Mar 19, 2001

Correlation

Correlation between NBXG and OPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (1999 - 2026)

NBXG vs OPY dividend yield comparison.

Year	NBXG	OPY
2026	5.32%	0.33%
2025	8.73%	2.38%
2024	9.42%	1.03%
2023	10.98%	1.45%
2022	13.19%	1.42%
2021	3.47%	3.32%
2020	0.00%	4.71%
2019	0.00%	1.67%
2018	0.00%	1.72%
2017	0.00%	1.64%
2016	0.00%	2.37%
2015	0.00%	2.53%
2014	0.00%	1.89%
2013	0.00%	1.78%
2012	0.00%	2.55%
2011	0.00%	2.73%
2010	0.00%	1.68%
2009	0.00%	1.32%
2008	0.00%	3.42%
2007	0.00%	0.99%
2006	0.00%	1.20%
2005	0.00%	1.80%
2004	0.00%	1.41%
2003	0.00%	1.06%
2002	0.00%	1.43%
2001	0.00%	1.27%
2000	0.00%	1.29%
1999	0.00%	0.47%