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NBHRX vs VVIAX
NBHRX vs VVIAX Comparison
Open Charts NBHRX vs VVIAX
Neuberger Berman Equity Income R3
Price$13.69
Change-$0.38 (-2.70%)
VolumeN/A
Net Assets936.49M
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
NBHRX vs VVIAX Comparison Chart
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NBHRX vs. VVIAX commentary
Apr 04, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. NBHRX (936M). VVIAX pays higher dividends than NBHRX: VVIAX (2.26) vs NBHRX (1.48). NBHRX was incepted earlier than VVIAX: NBHRX (15 years) vs VVIAX (24 years). NBHRX (1.37) is less costly to investors than VVIAX (0.05). NBHRX is a more actively managed with annual turnover of: 28.00 vs. VVIAX (10.00). NBHRX has a lower initial minimum investment than VVIAX: NBHRX (0) vs VVIAX (3000). VVIAX (7.67) and NBHRX (7.44) have marching annual gain over last year. VVIAX return over 5 years is better than : 101.69 vs. NBHRX (51.22).
| NBHRX | VVIAX | NBHRX / VVIAX | |
| Total Expense Ratio | 1.37 | 0.05 | 2,740% |
| Annual Report Gross Expense Ratio | 1.37 | 0.05 | 2,740% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 6.247 | 2.421 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 936M | 195B | 0% |
| Annual Yield % from dividends | 1.48 | 2.26 | 65% |
| Returns for 1 year | 7.44 | 7.67 | 97% |
| Returns for 3 years | -2.67 | 17.36 | -15% |
| Returns for 5 years | 51.22 | 101.69 | 50% |
| Returns for 10 years | 24.00 | 106.86 | 22% |
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