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NBHRX vs VVIAX
NBHRX vs VVIAX Comparison
Open Charts NBHRX vs VVIAX
Neuberger Berman Equity Income R3
Price$15.13
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets969.82M
Vanguard Value Index Adm
Price$72.16
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets207.95B
NBHRX vs VVIAX Comparison Chart in %
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NBHRX vs. VVIAX commentary
Nov 20, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. NBHRX (970M). VVIAX pays higher dividends than NBHRX: VVIAX (2.09) vs NBHRX (1.40). 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 : 5.95 vs. VVIAX (4.75). VVIAX return over 5 years is better than : 62.26 vs. NBHRX (24.65).
| 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 | 14.866 | 9.412 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 970M | 208B | 0% |
| Annual Yield % from dividends | 1.40 | 2.09 | 67% |
| Returns for 1 year | 5.95 | 4.75 | 125% |
| Returns for 3 years | 14.88 | 30.32 | 49% |
| Returns for 5 years | 24.65 | 62.26 | 40% |
| Returns for 10 years | 41.87 | 123.23 | 34% |
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