OPY vs NBXG

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

Both OPY and NBXG are from the Financial Services sector.

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

OPY vs NBXG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

OPY

$1.23B

NBXG

$1.23B

Max Drawdown

OPY

87.88%

Winner

NBXG

57.18%

Sharpe Ratio

Winner

OPY

1.40

NBXG

0.60

5Y Beta

Winner

OPY

0.97

NBXG

1.15

Industry

OPY

Capital Markets

NBXG

Asset Management

P/E Ratio

OPY

24.14

Winner

NBXG

3.83

Forward P/E

OPY

10.81

NBXG

N/A

PEG Ratio

OPY

N/A

NBXG

0.46

Dividend Yield

OPY

0.68%

NBXG

N/A

5Y Dividends CAGR

OPY

3.29%

Winner

NBXG

71.88%

5Y EPS CAGR

OPY

13.70%

NBXG

N/A

Debt to Equity

OPY

0.00%

NBXG

0.00%

Free Cash Flow Yield

OPY

-0.73%

Winner

NBXG

8.09%

OPY vs NBXG - Historical Returns

Returns include dividend reinvestment.

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

OPY

-0.86%

Winner

NBXG

+1.34%

Winner

OPY

+22.35%

NBXG

+3.72%

Winner

OPY

+34.45%

NBXG

+23.76%

Winner

OPY

+60.90%

NBXG

+16.51%

5Y(CAGR)

Winner

OPY

+23.05%

NBXG

+5.22%

10Y(CAGR)

OPY

+24.66%

NBXG

N/A

Max(CAGR)

Winner

OPY

+9.94%

NBXG

+5.23%

OPY vs NBXG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

OPY vs NBXG Drawdown Comparison

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

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

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

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

Correlation

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

0.85

-101

Dividend Comparison (1999 - 2026)

OPY vs NBXG dividend yield comparison.

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