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NBHRX vs VVIAX
NBHRX vs VVIAX Comparison
Open Charts NBHRX vs VVIAX
Neuberger Berman Equity Income R3
Price$14.78
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets962.08M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
NBHRX vs VVIAX Comparison Chart in %
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NBHRX vs. VVIAX commentary
Jul 27, 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: 195B vs. NBHRX (962M). VVIAX pays higher dividends than NBHRX: VVIAX (2.18) vs NBHRX (1.48). NBHRX was incepted earlier than VVIAX: NBHRX (15 years) vs VVIAX (25 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 (9.00). NBHRX has a lower initial minimum investment than VVIAX: NBHRX (0) vs VVIAX (3000). NBHRX (10.10) and VVIAX (9.75) have marching annual gain over last year. VVIAX return over 5 years is better than : 74.87 vs. NBHRX (32.24).
| 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 | 25 years | - |
| Gain YTD | 12.037 | 6.714 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 962M | 195B | 0% |
| Annual Yield % from dividends | 1.48 | 2.18 | 68% |
| Returns for 1 year | 10.10 | 9.75 | 104% |
| Returns for 3 years | 15.42 | 34.32 | 45% |
| Returns for 5 years | 32.24 | 74.87 | 43% |
| Returns for 10 years | 34.25 | 116.26 | 29% |
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