Neuberger Berman Equity Income Fund (NBHIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NBHIX
NBHIX charges 0.70% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among NBHIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | NBHIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | NBHIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | NBHIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | NBHIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | NBHIX vs VVIAX |
Best Risk-Adjusted Alternatives to NBHIX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | NBHIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | NBHIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | NBHIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | NBHIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | NBHIX vs VALAX |
Top Performing NBHIX Alternatives (YTD)
NBHIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | NBHIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | NBHIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | NBHIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | NBHIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | NBHIX vs HFCVX |
Lowest Volatility Alternatives to NBHIX
NBHIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | NBHIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | NBHIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | NBHIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | NBHIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | NBHIX vs ACIIX |
Lowest Drawdown Alternatives to NBHIX
NBHIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | NBHIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | NBHIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | NBHIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | NBHIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | NBHIX vs PSECX |
Other Mutual Funds from Neuberger Berman
Most popular Neuberger Berman mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | Long-Short | 22 | -3.63% | Dec 28, 2011 | NBHIX vs NLSIX | |
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 7 | -1.46% | Sep 27, 1988 | NBHIX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 67 | 25.95% | Mar 26, 2013 | NBHIX vs NML | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 21 | -11.52% | Jun 1, 1950 | NBHIX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 82 | 4.11% | Jan 20, 1975 | NBHIX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 10 | -9.00% | Mar 1, 1979 | NBHIX vs NMANX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 81 | -1.42% | Jul 10, 2003 | NBHIX vs NSTLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 40 | -6.55% | Mar 16, 1994 | NBHIX vs NBSRX | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 7 | -1.41% | Jul 1, 1999 | NBHIX vs NBGIX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 68 | -0.86% | May 10, 2010 | NBHIX vs NINLX |
Often Compared With NBHIX
What investors most often compare with NBHIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | NBHIX vs VOO | |
| Vanguard S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 66 | -8.17% | Apr 5, 2019 | NBHIX vs VOOG | |
| JPMorgan Equity Premium Income ETF | Actively Managed, Dividend, Derivative Income | 39 | 0.20% | May 20, 2020 | NBHIX vs JEPI |
Compare NBHIX with Any Fund or Stock
Compare NBHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.