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NBPTX vs VIVAX
NBPTX vs VIVAX Comparison
Open Charts NBPTX vs VIVAX
Neuberger Berman Large Cap Value Tr
Price$45.21
Change+$0.52 (+1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.44
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
NBPTX vs VIVAX Comparison Chart
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NBPTX vs. VIVAX commentary
Dec 23, 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 NBPTX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. NBPTX (8.43B). VIVAX pays higher dividends than NBPTX: VIVAX (2.25) vs NBPTX (2.06). NBPTX was incepted earlier than VIVAX: NBPTX (31 years) vs VIVAX (32 years). NBPTX is a more actively managed with annual turnover of: 81.00 vs. VIVAX (10.00). NBPTX has a lower initial minimum investment than VIVAX: NBPTX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 15.15 vs. NBPTX (12.42). NBPTX return over 5 years is better than : 51.67 vs. VIVAX (41.35).
| NBPTX | VIVAX | NBPTX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 32 years | - |
| Gain YTD | 11.171 | 14.000 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.43B | 195B | 4% |
| Annual Yield % from dividends | 2.06 | 2.25 | 92% |
| Returns for 1 year | 12.42 | 15.15 | 82% |
| Returns for 3 years | 10.00 | 18.25 | 55% |
| Returns for 5 years | 51.67 | 41.35 | 125% |
| Returns for 10 years | 55.67 | 99.53 | 56% |