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NBHAX vs VIVAX
NBHAX vs VIVAX Comparison
Open Charts NBHAX vs VIVAX
Neuberger Berman Equity Income A
Price$13.30
Change+$0.14 (+1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.44
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
NBHAX vs VIVAX Comparison Chart
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NBHAX vs. VIVAX commentary
Dec 23, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NBHAX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. NBHAX (894M). VIVAX pays higher dividends than NBHAX: VIVAX (2.25) vs NBHAX (1.66). NBHAX was incepted earlier than VIVAX: NBHAX (17 years) vs VIVAX (32 years). NBHAX is a more actively managed with annual turnover of: 30.00 vs. VIVAX (10.00). NBHAX has a lower initial minimum investment than VIVAX: NBHAX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 15.15 vs. NBHAX (8.67). VIVAX return over 5 years is better than : 41.35 vs. NBHAX (8.98).
| NBHAX | VIVAX | NBHAX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 7.634 | 14.000 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 894M | 195B | 0% |
| Annual Yield % from dividends | 1.66 | 2.25 | 74% |
| Returns for 1 year | 8.67 | 15.15 | 57% |
| Returns for 3 years | -2.09 | 18.25 | -11% |
| Returns for 5 years | 8.98 | 41.35 | 22% |
| Returns for 10 years | 19.64 | 99.53 | 20% |