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NBHAX vs VIVAX
NBHAX vs VIVAX Comparison
Open Charts NBHAX vs VIVAX
Neuberger Berman Equity Income A
Price$15.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets972.36M
Vanguard Value Index I
Price$72.46
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets202.84B
NBHAX vs VIVAX Comparison Chart in %
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NBHAX vs. VIVAX commentary
Sep 20, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. NBHAX (972M). VIVAX pays higher dividends than NBHAX: VIVAX (1.99) vs NBHAX (1.67). 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 (7.03) and VIVAX (6.96) have marching annual gain over last year. VIVAX return over 5 years is better than : 74.87 vs. NBHAX (33.45).
| 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 | 14.374 | 9.783 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 972M | 203B | 0% |
| Annual Yield % from dividends | 1.67 | 1.99 | 84% |
| Returns for 1 year | 7.03 | 6.96 | 101% |
| Returns for 3 years | 19.00 | 40.38 | 47% |
| Returns for 5 years | 33.45 | 74.87 | 45% |
| Returns for 10 years | 51.05 | 141.28 | 36% |
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