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NBHAX vs VIVIX
NBHAX vs VIVIX Comparison
Open Charts NBHAX vs VIVIX
Neuberger Berman Equity Income A
Price$14.07
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets929.25M
Vanguard Value Index I
Price$67.61
Change+$0.38 (+0.57%)
VolumeN/A
Net Assets195.24B
NBHAX vs VIVIX Comparison Chart
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NBHAX vs. VIVIX 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. NBHAX (929M). VIVIX pays higher dividends than NBHAX: VIVIX (2.27) vs NBHAX (1.69). NBHAX was incepted earlier than VIVIX: NBHAX (17 years) vs VIVIX (27 years). NBHAX (1.09) is less costly to investors than VIVIX (0.04). NBHAX is a more actively managed with annual turnover of: 28.00 vs. VIVIX (10.00). NBHAX has a lower initial minimum investment than VIVIX: NBHAX (1000) vs VIVIX (5000000). NBHAX (7.22) and VIVIX (7.07) have marching annual gain over last year. VIVIX return over 5 years is better than : 100.53 vs. NBHAX (52.21).
| NBHAX | VIVIX | NBHAX / VIVIX | |
| Total Expense Ratio | 1.09 | 0.04 | 2,725% |
| Annual Report Gross Expense Ratio | 1.09 | 0.04 | 2,725% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 5.922 | 1.846 | 321% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 929M | 195B | 0% |
| Annual Yield % from dividends | 1.69 | 2.27 | 75% |
| Returns for 1 year | 7.22 | 7.07 | 102% |
| Returns for 3 years | -2.84 | 16.40 | -17% |
| Returns for 5 years | 52.21 | 100.53 | 52% |
| Returns for 10 years | 26.61 | 107.06 | 25% |
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