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NBHAX vs VVIAX
NBHAX vs VVIAX Comparison
Open Charts NBHAX vs VVIAX
Neuberger Berman Equity Income A
Price$14.76
Change+$0.09 (+0.61%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$70.26
Change+$0.54 (+0.77%)
VolumeN/A
CapitalizationN/A
NBHAX vs VVIAX Comparison Chart
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NBHAX vs. VVIAX commentary
Nov 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 Buy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. NBHAX (974M). VVIAX pays higher dividends than NBHAX: VVIAX (2.36) vs NBHAX (1.66). NBHAX was incepted earlier than VVIAX: NBHAX (16 years) vs VVIAX (24 years). NBHAX is a more actively managed with annual turnover of: 30.00 vs. VVIAX (10.00). NBHAX has a lower initial minimum investment than VVIAX: NBHAX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 26.09 vs. NBHAX (20.45). VVIAX return over 5 years is better than : 53.09 vs. NBHAX (19.57).
| NBHAX | VVIAX | NBHAX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 18.246 | 19.672 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 974M | 184B | 1% |
| Annual Yield % from dividends | 1.66 | 2.36 | 71% |
| Returns for 1 year | 20.45 | 26.09 | 78% |
| Returns for 3 years | -1.06 | 24.77 | -4% |
| Returns for 5 years | 19.57 | 53.09 | 37% |
| Returns for 10 years | 26.60 | 112.26 | 24% |