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NBHRX vs VVIAX
NBHRX vs VVIAX Comparison
Open Charts NBHRX vs VVIAX
Neuberger Berman Equity Income R3
Price$14.33
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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NBHRX vs VVIAX Comparison Chart
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NBHRX vs. VVIAX commentary
Sep 21, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. NBHRX (953M). VVIAX pays higher dividends than NBHRX: VVIAX (2.36) vs NBHRX (1.45). NBHRX was incepted earlier than VVIAX: NBHRX (14 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 : 24.02 vs. NBHRX (17.31). VVIAX return over 5 years is better than : 55.46 vs. NBHRX (15.91).
| NBHRX | VVIAX | NBHRX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 14.904 | 16.303 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 953M | 183B | 1% |
| Annual Yield % from dividends | 1.45 | 2.36 | 61% |
| Returns for 1 year | 17.31 | 24.02 | 72% |
| Returns for 3 years | 3.21 | 28.29 | 11% |
| Returns for 5 years | 15.91 | 55.46 | 29% |
| Returns for 10 years | 24.15 | 114.04 | 21% |
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