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NBHRX vs VIVAX
NBHRX vs VIVAX Comparison
Open Charts NBHRX vs VIVAX
Neuberger Berman Equity Income R3
Price$14.61
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets950.54M
Vanguard Value Index I
Price$69.40
Change+$0.35 (+0.51%)
VolumeN/A
Net Assets195.18B
NBHRX vs VIVAX Comparison Chart in %
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NBHRX vs. VIVAX commentary
Jul 18, 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 NBHRX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. NBHRX (951M). VIVAX pays higher dividends than NBHRX: VIVAX (2.06) vs NBHRX (1.48). NBHRX was incepted earlier than VIVAX: NBHRX (15 years) vs VIVAX (33 years). NBHRX (1.37) is less costly to investors than VIVAX (0.17). NBHRX is a more actively managed with annual turnover of: 28.00 vs. VIVAX (9.00). NBHRX has a lower initial minimum investment than VIVAX: NBHRX (0) vs VIVAX (3000). NBHRX annual gain was more profitable for investors over the last year : 6.89 vs. VIVAX (5.69). VIVAX return over 5 years is better than : 71.01 vs. NBHRX (31.11).
| NBHRX | VIVAX | NBHRX / VIVAX | |
| Total Expense Ratio | 1.37 | 0.17 | 806% |
| Annual Report Gross Expense Ratio | 1.37 | 0.17 | 806% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 10.521 | 4.573 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 951M | 195B | 0% |
| Annual Yield % from dividends | 1.48 | 2.06 | 72% |
| Returns for 1 year | 6.89 | 5.69 | 121% |
| Returns for 3 years | 16.30 | 35.05 | 46% |
| Returns for 5 years | 31.11 | 71.01 | 44% |
| Returns for 10 years | 30.53 | 108.32 | 28% |
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