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NBPTX vs VVIAX
NBPTX vs VVIAX Comparison
Open Charts NBPTX vs VVIAX
Neuberger Berman Large Cap Value Tr
Price$45.20
Change-$1.54 (-3.29%)
VolumeN/A
Net Assets8.28B
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
NBPTX vs VVIAX Comparison Chart
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NBPTX vs. VVIAX commentary
Apr 04, 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 NBPTX is a Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. NBPTX (8.28B). VVIAX pays higher dividends than NBPTX: VVIAX (2.26) vs NBPTX (1.82). NBPTX was incepted earlier than VVIAX: NBPTX (32 years) vs VVIAX (24 years). NBPTX (0.95) is less costly to investors than VVIAX (0.05). NBPTX is a more actively managed with annual turnover of: 81.00 vs. VVIAX (10.00). NBPTX has a lower initial minimum investment than VVIAX: NBPTX (0) vs VVIAX (3000). NBPTX annual gain was more profitable for investors over the last year : 8.79 vs. VVIAX (7.67). NBPTX return over 5 years is better than : 120.55 vs. VVIAX (101.69).
| NBPTX | VVIAX | NBPTX / VVIAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 3.821 | 2.421 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.28B | 195B | 4% |
| Annual Yield % from dividends | 1.82 | 2.26 | 80% |
| Returns for 1 year | 8.79 | 7.67 | 115% |
| Returns for 3 years | 6.04 | 17.36 | 35% |
| Returns for 5 years | 120.55 | 101.69 | 119% |
| Returns for 10 years | 62.51 | 106.86 | 58% |
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