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NBHRX vs VVIAX
NBHRX vs VVIAX Comparison
Open Charts NBHRX vs VVIAX
Neuberger Berman Equity Income R3
Price$13.79
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets905.28M
Vanguard Value Index Adm
Price$64.28
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets190.51B
NBHRX vs VVIAX Comparison Chart
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NBHRX vs. VVIAX commentary
Apr 28, 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: 191B vs. NBHRX (905M). VVIAX pays higher dividends than NBHRX: VVIAX (2.26) vs NBHRX (1.48). NBHRX was incepted earlier than VVIAX: NBHRX (15 years) vs VVIAX (24 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 (10.00). 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 : 6.02 vs. VVIAX (4.43). VVIAX return over 5 years is better than : 71.29 vs. NBHRX (35.48).
| 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 | 24 years | - |
| Gain YTD | 4.132 | -2.638 | -157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 191B | 0% |
| Annual Yield % from dividends | 1.48 | 2.26 | 65% |
| Returns for 1 year | 6.02 | 4.43 | 136% |
| Returns for 3 years | -0.21 | 15.65 | -1% |
| Returns for 5 years | 35.48 | 71.29 | 50% |
| Returns for 10 years | 19.75 | 92.76 | 21% |
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