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MVCAX vs NBMRX
MVCAX vs NBMRX Comparison
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MVCAX vs NBMRX Comparison Chart in %
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MVCAX vs. NBMRX commentary
Aug 23, 2026
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 MVCAX is a Hold and NBMRX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. NBMRX (54.9M). MVCAX pays higher dividends than NBMRX: MVCAX (1.09) vs NBMRX (0.95). MVCAX was incepted earlier than NBMRX: MVCAX (25 years) vs NBMRX (7 years). NBMRX (2.65) is less costly to investors than MVCAX (0.98). MVCAX is a more actively managed with annual turnover of: 24.00 vs. NBMRX (16.00). NBMRX has a lower initial minimum investment than MVCAX: NBMRX (0) vs MVCAX (1000). NBMRX annual gain was more profitable for investors over the last year : 16.25 vs. MVCAX (13.14). NBMRX return over 5 years is better than : 31.73 vs. MVCAX (20.74).
| MVCAX | NBMRX | MVCAX / NBMRX | |
| Total Expense Ratio | 0.97 | 0.75 | 129% |
| Annual Report Gross Expense Ratio | 0.98 | 2.65 | 37% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 17.692 | 16.037 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 54.9M | 32,240% |
| Annual Yield % from dividends | 1.09 | 0.95 | 116% |
| Returns for 1 year | 13.14 | 16.25 | 81% |
| Returns for 3 years | 29.68 | 31.09 | 95% |
| Returns for 5 years | 20.74 | 31.73 | 65% |
| Returns for 10 years | 86.14 | N/A | - |
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