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NBHRX vs VIVAX
NBHRX vs VIVAX Comparison
Open Charts NBHRX vs VIVAX
Neuberger Berman Equity Income R3
Price$15.05
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets972.36M
Vanguard Value Index I
Price$72.24
Change+$0.31 (+0.43%)
VolumeN/A
Net Assets202.84B
NBHRX vs VIVAX Comparison Chart in %
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NBHRX vs. VIVAX commentary
Sep 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: 203B vs. NBHRX (972M). VIVAX pays higher dividends than NBHRX: VIVAX (1.99) vs NBHRX (1.46). 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 : 7.25 vs. VIVAX (6.86). VIVAX return over 5 years is better than : 73.52 vs. NBHRX (31.73).
| 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 | 13.856 | 8.935 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 972M | 203B | 0% |
| Annual Yield % from dividends | 1.46 | 1.99 | 73% |
| Returns for 1 year | 7.25 | 6.86 | 106% |
| Returns for 3 years | 17.29 | 38.33 | 45% |
| Returns for 5 years | 31.73 | 73.52 | 43% |
| Returns for 10 years | 46.35 | 137.84 | 34% |
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