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NBHRX vs VIVAX
NBHRX vs VIVAX Comparison
Open Charts NBHRX vs VIVAX
Neuberger Berman Equity Income R3
Price$14.33
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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NBHRX vs VIVAX Comparison Chart
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NBHRX vs. VIVAX commentary
Sep 21, 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 NBHRX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. NBHRX (953M). VIVAX pays higher dividends than NBHRX: VIVAX (2.25) vs NBHRX (1.45). NBHRX was incepted earlier than VIVAX: NBHRX (14 years) vs VIVAX (32 years). NBHRX is a more actively managed with annual turnover of: 30.00 vs. VIVAX (10.00). NBHRX has a lower initial minimum investment than VIVAX: NBHRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 23.98 vs. NBHRX (17.31). VIVAX return over 5 years is better than : 55.44 vs. NBHRX (15.91).
| NBHRX | VIVAX | NBHRX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 14.904 | 16.261 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 953M | 183B | 1% |
| Annual Yield % from dividends | 1.45 | 2.25 | 64% |
| Returns for 1 year | 17.31 | 23.98 | 72% |
| Returns for 3 years | 3.21 | 28.28 | 11% |
| Returns for 5 years | 15.91 | 55.44 | 29% |
| Returns for 10 years | 24.15 | 113.95 | 21% |