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NBHAX vs VIVAX
NBHAX vs VIVAX Comparison
Open Charts NBHAX vs VIVAX
Neuberger Berman Equity Income A
Price$14.07
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets929.25M
Vanguard Value Index I
Price$67.64
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets195.24B
NBHAX vs VIVAX Comparison Chart
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NBHAX vs. VIVAX commentary
Apr 03, 2025
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 StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. NBHAX (929M). VIVAX pays higher dividends than NBHAX: VIVAX (2.14) vs NBHAX (1.69). NBHAX was incepted earlier than VIVAX: NBHAX (17 years) vs VIVAX (32 years). NBHAX (1.09) is less costly to investors than VIVAX (0.17). NBHAX is a more actively managed with annual turnover of: 28.00 vs. VIVAX (10.00). NBHAX has a lower initial minimum investment than VIVAX: NBHAX (1000) vs VIVAX (3000). NBHAX annual gain was more profitable for investors over the last year : 7.22 vs. VIVAX (6.57). VIVAX return over 5 years is better than : 97.77 vs. NBHAX (52.21).
| NBHAX | VIVAX | NBHAX / VIVAX | |
| Total Expense Ratio | 1.09 | 0.17 | 641% |
| Annual Report Gross Expense Ratio | 1.09 | 0.17 | 641% |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 5.922 | 2.055 | 288% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 929M | 195B | 0% |
| Annual Yield % from dividends | 1.69 | 2.14 | 79% |
| Returns for 1 year | 7.22 | 6.57 | 110% |
| Returns for 3 years | -2.84 | 16.64 | -17% |
| Returns for 5 years | 52.21 | 97.77 | 53% |
| Returns for 10 years | 26.61 | 107.55 | 25% |
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