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NBHRX vs VVIAX
NBHRX vs VVIAX Comparison
Open Charts NBHRX vs VVIAX
Neuberger Berman Equity Income R3
Price$15.05
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets972.36M
Vanguard Value Index Adm
Price$72.23
Change+$0.31 (+0.43%)
VolumeN/A
Net Assets202.84B
NBHRX vs VVIAX Comparison Chart in %
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NBHRX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. NBHRX (972M). VVIAX pays higher dividends than NBHRX: VVIAX (2.10) vs NBHRX (1.46). NBHRX was incepted earlier than VVIAX: NBHRX (15 years) vs VVIAX (25 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 (9.00). NBHRX has a lower initial minimum investment than VVIAX: NBHRX (0) vs VVIAX (3000). NBHRX annual gain was more profitable for investors over the last year : 7.25 vs. VVIAX (6.87). VVIAX return over 5 years is better than : 73.52 vs. NBHRX (31.73).
| 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 | 25 years | - |
| Gain YTD | 13.856 | 8.956 | 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 | 2.10 | 69% |
| Returns for 1 year | 7.25 | 6.87 | 106% |
| Returns for 3 years | 17.29 | 38.36 | 45% |
| Returns for 5 years | 31.73 | 73.52 | 43% |
| Returns for 10 years | 46.35 | 137.92 | 34% |
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