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NBHRX vs VVIAX
NBHRX vs VVIAX Comparison
Open Charts NBHRX vs VVIAX
Neuberger Berman Equity Income R3
Price$14.61
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets950.54M
Vanguard Value Index Adm
Price$69.38
Change+$0.35 (+0.51%)
VolumeN/A
Net Assets195.18B
NBHRX vs VVIAX Comparison Chart in %
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NBHRX vs. VVIAX commentary
Jul 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: 195B vs. NBHRX (951M). VVIAX pays higher dividends than NBHRX: VVIAX (2.18) vs NBHRX (1.48). 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 : 6.89 vs. VVIAX (5.70). VVIAX return over 5 years is better than : 71.03 vs. NBHRX (31.11).
| 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 | 10.521 | 4.577 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 951M | 195B | 0% |
| Annual Yield % from dividends | 1.48 | 2.18 | 68% |
| Returns for 1 year | 6.89 | 5.70 | 121% |
| Returns for 3 years | 16.30 | 35.05 | 46% |
| Returns for 5 years | 31.11 | 71.03 | 44% |
| Returns for 10 years | 30.53 | 108.35 | 28% |
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