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NBHAX vs VIVAX
NBHAX vs VIVAX Comparison
Open Charts NBHAX vs VIVAX
Neuberger Berman Equity Income A
Price$14.59
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets948.24M
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
NBHAX vs VIVAX Comparison Chart in %
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NBHAX vs. VIVAX commentary
Aug 08, 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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. NBHAX (948M). VIVAX pays higher dividends than NBHAX: VIVAX (2.06) vs NBHAX (1.72). NBHAX was incepted earlier than VIVAX: NBHAX (17 years) vs VIVAX (33 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 (9.00). 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 : 12.57 vs. VIVAX (10.52). VIVAX return over 5 years is better than : 67.38 vs. NBHAX (28.76).
| 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 | 33 years | - |
| Gain YTD | 10.807 | 4.604 | 235% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 948M | 196B | 0% |
| Annual Yield % from dividends | 1.72 | 2.06 | 83% |
| Returns for 1 year | 12.57 | 10.52 | 119% |
| Returns for 3 years | 11.92 | 28.85 | 41% |
| Returns for 5 years | 28.76 | 67.38 | 43% |
| Returns for 10 years | 34.37 | 109.96 | 31% |