Interact to see
Advertisement
Advertisement
NBHRX vs VVIAX
NBHRX vs VVIAX Comparison
Open Charts NBHRX vs VVIAX
Neuberger Equity Income R3
Price$16.37
Change+$1.24 (+8.20%)
VolumeN/A
Net Assets1.03B
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
NBHRX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NBHRX vs. VVIAX commentary
Feb 04, 2026
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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. NBHRX (1.03B). VVIAX pays higher dividends than NBHRX: VVIAX (1.95) vs NBHRX (1.28). NBHRX was incepted earlier than VVIAX: NBHRX (16 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: 31.00 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 : 20.00 vs. VVIAX (15.08). VVIAX return over 5 years is better than : 66.27 vs. NBHRX (28.48).
| 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 | 16 years | 25 years | - |
| Gain YTD | 6.230 | 5.999 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 218B | 0% |
| Annual Yield % from dividends | 1.28 | 1.95 | 66% |
| Returns for 1 year | 20.00 | 15.08 | 133% |
| Returns for 3 years | 31.40 | 41.04 | 76% |
| Returns for 5 years | 28.48 | 66.27 | 43% |
| Returns for 10 years | 70.73 | 167.18 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement