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NBHRX vs VVIAX
NBHRX vs VVIAX Comparison
Open Charts NBHRX vs VVIAX
Neuberger Berman Equity Income R3
Price$13.38
Change-$0.08 (-0.59%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.56
Change-$0.40 (-0.60%)
VolumeN/A
CapitalizationN/A
NBHRX vs VVIAX Comparison Chart
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NBHRX vs. VVIAX commentary
Dec 28, 2024
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 (912M). 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 : 14.06 vs. NBHRX (7.88). VVIAX return over 5 years is better than : 42.41 vs. NBHRX (8.23).
| 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 | 8.049 | 14.279 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 195B | 0% |
| Annual Yield % from dividends | 1.45 | 2.36 | 61% |
| Returns for 1 year | 7.88 | 14.06 | 56% |
| Returns for 3 years | -4.40 | 16.36 | -27% |
| Returns for 5 years | 8.23 | 42.41 | 19% |
| Returns for 10 years | 17.98 | 100.32 | 18% |
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