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NBHAX vs VVIAX
NBHAX vs VVIAX Comparison
Open Charts NBHAX vs VVIAX
Neuberger Berman Equity Income A
Price$14.07
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets929.25M
Vanguard Value Index Adm
Price$67.62
Change+$0.39 (+0.58%)
VolumeN/A
Net Assets195.24B
NBHAX vs VVIAX Comparison Chart
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NBHAX vs. VVIAX 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. NBHAX (929M). VVIAX pays higher dividends than NBHAX: VVIAX (2.26) vs NBHAX (1.69). NBHAX was incepted earlier than VVIAX: NBHAX (17 years) vs VVIAX (24 years). NBHAX (1.09) is less costly to investors than VVIAX (0.05). NBHAX is a more actively managed with annual turnover of: 28.00 vs. VVIAX (10.00). NBHAX has a lower initial minimum investment than VVIAX: NBHAX (1000) vs VVIAX (3000). NBHAX annual gain was more profitable for investors over the last year : 7.22 vs. VVIAX (6.58). VVIAX return over 5 years is better than : 97.80 vs. NBHAX (52.21).
| NBHAX | VVIAX | NBHAX / VVIAX | |
| Total Expense Ratio | 1.09 | 0.05 | 2,180% |
| Annual Report Gross Expense Ratio | 1.09 | 0.05 | 2,180% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 5.922 | 2.057 | 288% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 929M | 195B | 0% |
| Annual Yield % from dividends | 1.69 | 2.26 | 75% |
| Returns for 1 year | 7.22 | 6.58 | 110% |
| Returns for 3 years | -2.84 | 16.66 | -17% |
| Returns for 5 years | 52.21 | 97.80 | 53% |
| Returns for 10 years | 26.61 | 107.52 | 25% |
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