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NBHRX vs VIVAX
NBHRX vs VIVAX Comparison
Open Charts NBHRX vs VIVAX
Neuberger Berman Equity Income R3
Price$15.49
Change+$0.14 (+0.91%)
VolumeN/A
Net Assets991.22M
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
NBHRX vs VIVAX Comparison Chart in %
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NBHRX vs. VIVAX commentary
Dec 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 NBHRX is a StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. NBHRX (991M). VIVAX pays higher dividends than NBHRX: VIVAX (1.93) vs NBHRX (1.35). NBHRX was incepted earlier than VIVAX: NBHRX (15 years) vs VIVAX (33 years). NBHRX (1.37) is less costly to investors than VIVAX (0.17). NBHRX is a more actively managed with annual turnover of: 28.00 vs. VIVAX (9.00). NBHRX has a lower initial minimum investment than VIVAX: NBHRX (0) vs VIVAX (3000). NBHRX annual gain was more profitable for investors over the last year : 6.14 vs. VIVAX (4.76). VIVAX return over 5 years is better than : 61.14 vs. NBHRX (25.44).
| NBHRX | VIVAX | NBHRX / VIVAX | |
| Total Expense Ratio | 1.37 | 0.17 | 806% |
| Annual Report Gross Expense Ratio | 1.37 | 0.17 | 806% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 17.298 | 11.753 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 991M | 208B | 0% |
| Annual Yield % from dividends | 1.35 | 1.93 | 70% |
| Returns for 1 year | 6.14 | 4.76 | 129% |
| Returns for 3 years | 14.24 | 29.79 | 48% |
| Returns for 5 years | 25.44 | 61.14 | 42% |
| Returns for 10 years | 45.72 | 127.21 | 36% |