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NBHRX vs VVIAX
NBHRX vs VVIAX Comparison
Open Charts NBHRX vs VVIAX
Neuberger Berman Equity Income R3
Price$15.49
Change+$0.14 (+0.91%)
VolumeN/A
Net Assets991.22M
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
NBHRX vs VVIAX Comparison Chart in %
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NBHRX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. NBHRX (991M). VVIAX pays higher dividends than NBHRX: VVIAX (2.04) vs NBHRX (1.35). 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 annual gain was more profitable for investors over the last year : 6.14 vs. VVIAX (4.76). VVIAX return over 5 years is better than : 61.18 vs. NBHRX (25.44).
| 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 | 17.298 | 11.776 | 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 | 2.04 | 66% |
| Returns for 1 year | 6.14 | 4.76 | 129% |
| Returns for 3 years | 14.24 | 29.82 | 48% |
| Returns for 5 years | 25.44 | 61.18 | 42% |
| Returns for 10 years | 45.72 | 127.14 | 36% |