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NBHRX vs VVIAX
NBHRX vs VVIAX Comparison
Open Charts NBHRX vs VVIAX
Neuberger Equity Income R3
Price$15.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.01B
Vanguard Value Index Adm
Price$75.21
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets215.53B
NBHRX vs VVIAX Comparison Chart in %
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NBHRX vs. VVIAX commentary
Dec 28, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. NBHRX (1.01B). VVIAX pays higher dividends than NBHRX: VVIAX (2.04) vs NBHRX (1.35). 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 : 17.42 vs. VVIAX (12.41). VVIAX return over 5 years is better than : 64.92 vs. NBHRX (26.47).
| 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 | 18.743 | 13.974 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 216B | 0% |
| Annual Yield % from dividends | 1.35 | 2.04 | 66% |
| Returns for 1 year | 17.42 | 12.41 | 140% |
| Returns for 3 years | 25.72 | 37.41 | 69% |
| Returns for 5 years | 26.47 | 64.92 | 41% |
| Returns for 10 years | 53.03 | 133.33 | 40% |
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