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NBHRX vs VVIAX
NBHRX vs VVIAX Comparison
Open Charts NBHRX vs VVIAX
Neuberger Berman Equity Income R3
Price$14.20
Change+$0.19 (+1.36%)
VolumeN/A
Net Assets942.23M
Vanguard Value Index Adm
Price$69.48
Change+$0.96 (+1.40%)
VolumeN/A
Net Assets192.55B
NBHRX vs VVIAX Comparison Chart
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NBHRX vs. VVIAX commentary
Mar 03, 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: 193B vs. NBHRX (942M). VVIAX pays higher dividends than NBHRX: VVIAX (2.36) vs NBHRX (1.45). NBHRX was incepted earlier than VVIAX: NBHRX (15 years) vs VVIAX (24 years). NBHRX is a more actively managed with annual turnover of: 30.00 vs. VVIAX (10.00). NBHRX has a lower initial minimum investment than VVIAX: NBHRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 14.33 vs. NBHRX (12.79). VVIAX return over 5 years is better than : 69.38 vs. NBHRX (24.49).
| NBHRX | VVIAX | NBHRX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 6.687 | 5.209 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 942M | 193B | 0% |
| Annual Yield % from dividends | 1.45 | 2.36 | 61% |
| Returns for 1 year | 12.79 | 14.33 | 89% |
| Returns for 3 years | 2.95 | 25.93 | 11% |
| Returns for 5 years | 24.49 | 69.38 | 35% |
| Returns for 10 years | 24.91 | 109.23 | 23% |