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NBHRX vs VIVIX
NBHRX vs VIVIX Comparison
Open Charts NBHRX vs VIVIX
Neuberger Berman Equity Income R3
Price$13.38
Change-$0.08 (-0.59%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.55
Change-$0.41 (-0.61%)
VolumeN/A
CapitalizationN/A
NBHRX vs VIVIX Comparison Chart
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NBHRX vs. VIVIX commentary
Dec 28, 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 StrongBuy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. NBHRX (912M). VIVIX pays higher dividends than NBHRX: VIVIX (2.37) vs NBHRX (1.45). NBHRX was incepted earlier than VIVIX: NBHRX (15 years) vs VIVIX (27 years). NBHRX is a more actively managed with annual turnover of: 30.00 vs. VIVIX (10.00). NBHRX has a lower initial minimum investment than VIVIX: NBHRX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 14.05 vs. NBHRX (7.88). VIVIX return over 5 years is better than : 42.39 vs. NBHRX (8.23).
| NBHRX | VIVIX | NBHRX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 8.049 | 14.262 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 195B | 0% |
| Annual Yield % from dividends | 1.45 | 2.37 | 61% |
| Returns for 1 year | 7.88 | 14.05 | 56% |
| Returns for 3 years | -4.40 | 16.34 | -27% |
| Returns for 5 years | 8.23 | 42.39 | 19% |
| Returns for 10 years | 17.98 | 100.29 | 18% |