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NBHRX vs VVIAX
NBHRX vs VVIAX Comparison
Open Charts NBHRX vs VVIAX
Neuberger Berman Equity Income R3
Price$14.40
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets933.76M
Vanguard Value Index Adm
Price$66.85
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
NBHRX vs VVIAX Comparison Chart
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NBHRX vs. VVIAX commentary
Jun 07, 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: 189B vs. NBHRX (934M). VVIAX pays higher dividends than NBHRX: VVIAX (2.28) vs NBHRX (1.44). 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 : 9.21 vs. VVIAX (6.91). VVIAX return over 5 years is better than : 59.00 vs. NBHRX (29.28).
| 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 | 8.814 | 1.452 | 607% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 934M | 189B | 0% |
| Annual Yield % from dividends | 1.44 | 2.28 | 63% |
| Returns for 1 year | 9.21 | 6.91 | 133% |
| Returns for 3 years | 4.20 | 20.08 | 21% |
| Returns for 5 years | 29.28 | 59.00 | 50% |
| Returns for 10 years | 28.82 | 103.66 | 28% |
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