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NBHRX vs VVIAX
NBHRX vs VVIAX Comparison
Open Charts NBHRX vs VVIAX
Neuberger Berman Equity Income R3
Price$14.79
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets967.25M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
NBHRX vs VVIAX Comparison Chart in %
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NBHRX vs. VVIAX commentary
Jul 07, 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: 189B vs. NBHRX (967M). 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 (12.15) and VVIAX (12.03) have marching annual gain over last year. VVIAX return over 5 years is better than : 80.13 vs. NBHRX (37.65).
| 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 | 12.113 | 6.198 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 967M | 189B | 1% |
| Annual Yield % from dividends | 1.48 | 2.18 | 68% |
| Returns for 1 year | 12.15 | 12.03 | 101% |
| Returns for 3 years | 16.28 | 35.17 | 46% |
| Returns for 5 years | 37.65 | 80.13 | 47% |
| Returns for 10 years | 35.10 | 115.67 | 30% |
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