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NBHAX vs VIVIX
NBHAX vs VIVIX Comparison
Open Charts NBHAX vs VIVIX
Neuberger Berman Equity Income A
Price$13.30
Change+$0.14 (+1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.43
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
NBHAX vs VIVIX Comparison Chart
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NBHAX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. NBHAX (894M). VIVIX pays higher dividends than NBHAX: VIVIX (2.37) vs NBHAX (1.66). NBHAX was incepted earlier than VIVIX: NBHAX (17 years) vs VIVIX (26 years). NBHAX is a more actively managed with annual turnover of: 30.00 vs. VIVIX (10.00). NBHAX has a lower initial minimum investment than VIVIX: NBHAX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 15.19 vs. NBHAX (8.67). VIVIX return over 5 years is better than : 41.34 vs. NBHAX (8.98).
| NBHAX | VIVIX | NBHAX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 7.634 | 14.025 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 894M | 195B | 0% |
| Annual Yield % from dividends | 1.66 | 2.37 | 70% |
| Returns for 1 year | 8.67 | 15.19 | 57% |
| Returns for 3 years | -2.09 | 18.24 | -11% |
| Returns for 5 years | 8.98 | 41.34 | 22% |
| Returns for 10 years | 19.64 | 99.58 | 20% |