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NBHRX vs VVIAX
NBHRX vs VVIAX Comparison
Open Charts NBHRX vs VVIAX
Neuberger Berman Equity Income R3
Price$15.13
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets973.05M
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
NBHRX vs VVIAX Comparison Chart in %
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NBHRX vs. VVIAX commentary
Oct 19, 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: 208B vs. NBHRX (973M). VVIAX pays higher dividends than NBHRX: VVIAX (2.08) vs NBHRX (1.38). 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 : 5.51 vs. VVIAX (4.64). VVIAX return over 5 years is better than : 71.80 vs. NBHRX (28.92).
| 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 | 15.018 | 9.746 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 973M | 208B | 0% |
| Annual Yield % from dividends | 1.38 | 2.08 | 66% |
| Returns for 1 year | 5.51 | 4.64 | 119% |
| Returns for 3 years | 23.88 | 43.00 | 56% |
| Returns for 5 years | 28.92 | 71.80 | 40% |
| Returns for 10 years | 43.13 | 129.42 | 33% |
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