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NBHAX vs VVIAX
NBHAX vs VVIAX Comparison
Open Charts NBHAX vs VVIAX
Neuberger Berman Equity Income A
Price$14.80
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets967.25M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
NBHAX vs VVIAX Comparison Chart in %
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NBHAX vs. VVIAX commentary
Jul 07, 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 NBHAX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. NBHAX (967M). VVIAX pays higher dividends than NBHAX: VVIAX (2.18) vs NBHAX (1.70). NBHAX was incepted earlier than VVIAX: NBHAX (17 years) vs VVIAX (25 years). NBHAX (1.09) is less costly to investors than VVIAX (0.05). NBHAX is a more actively managed with annual turnover of: 28.00 vs. VVIAX (9.00). NBHAX has a lower initial minimum investment than VVIAX: NBHAX (1000) vs VVIAX (3000). NBHAX (12.49) and VVIAX (12.03) have marching annual gain over last year. VVIAX return over 5 years is better than : 80.13 vs. NBHAX (39.19).
| NBHAX | VVIAX | NBHAX / VVIAX | |
| Total Expense Ratio | 1.09 | 0.05 | 2,180% |
| Annual Report Gross Expense Ratio | 1.09 | 0.05 | 2,180% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 12.325 | 6.198 | 199% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 967M | 189B | 1% |
| Annual Yield % from dividends | 1.70 | 2.18 | 78% |
| Returns for 1 year | 12.49 | 12.03 | 104% |
| Returns for 3 years | 17.05 | 35.17 | 48% |
| Returns for 5 years | 39.19 | 80.13 | 49% |
| Returns for 10 years | 37.64 | 115.67 | 33% |
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