Neuberger Berman Equity Income Fund (NBHIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NBHIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NBHIX
NBHIX charges 0.70% annually. There are 117 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | NBHIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | NBHIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | NBHIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | NBHIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | NBHIX vs VVIAX |
Best Risk-Adjusted Alternatives to NBHIX
NBHIX has a PortfoliosLab risk / return rank of 24. There are 272 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | NBHIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | NBHIX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | NBHIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | NBHIX vs AVLVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | NBHIX vs MALVX |
Top Performing NBHIX Alternatives (YTD)
NBHIX is at 6.47% YTD. There are 256 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 24.99% | — | May 1997 | NBHIX vs YAFFX | |
| Al Frank Fund | 24.12% | — | May 2006 | NBHIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 22.25% | — | Jun 2022 | NBHIX vs AVLVX | |
| PIMCO RAE US Fund | 21.04% | — | Jun 2015 | NBHIX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 19.41% | — | Jan 1975 | NBHIX vs NPRTX |
Lowest Volatility Alternatives to NBHIX
NBHIX has 10.77% 1-year volatility. There are 112 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.45% | — | Sep 2017 | NBHIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | NBHIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | NBHIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | NBHIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.34% | — | Dec 2007 | NBHIX vs TMMAX |
Lowest Drawdown Alternatives to NBHIX
NBHIX has a 1-year max drawdown of -8.72%. There are 255 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | NBHIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | NBHIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | NBHIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | NBHIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | NBHIX vs SVAIX |
Other Mutual Funds from Neuberger Berman
The 10 most viewed Neuberger Berman mutual funds shown here include NBGNX, NML, NLSIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 10 | 9.80% | — | Sep 1988 | NBHIX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 21 | 18.43% | — | Mar 2013 | NBHIX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 23 | 1.89% | — | Dec 2011 | NBHIX vs NLSIX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 38 | 0.56% | — | Jul 2003 | NBHIX vs NSTLX | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 20 | 5.42% | — | Jun 1950 | NBHIX vs NGUAX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 6 | 10.10% | — | Mar 1979 | NBHIX vs NMANX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 39 | 23.78% | — | May 2021 | NBHIX vs NBXG | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 87 | 23.83% | — | May 2010 | NBHIX vs NINLX | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 10 | 9.90% | — | Jul 1999 | NBHIX vs NBGIX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 82 | 17.07% | — | Mar 1994 | NBHIX vs NBSRX |
Often Compared With NBHIX
Investors most often compare NBHIX with VOO, JEPI, VOOG. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare NBHIX with Any Fund or Stock
Compare NBHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NBHIX with funds that move differently
Neuberger Berman Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NBHIX.
Explore NBHIX Diversifiers