MVCAX
Price
$29.45
Change
+$0.35 (+1.20%)
Updated
May 8 closing price
Net Assets
16.28B
NBRAX
Price
$24.37
Change
+$0.44 (+1.84%)
Updated
May 8 closing price
Net Assets
48.1M
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MVCAX vs NBRAX

Header iconMVCAX vs NBRAX Comparison
Open Charts MVCAX vs NBRAXBanner chart's image
MFS Mid Cap Value A
Price$29.45
Change+$0.35 (+1.20%)
VolumeN/A
Net Assets16.28B
Neuberger Berman M/C Intrinsic Val A
Price$24.37
Change+$0.44 (+1.84%)
VolumeN/A
Net Assets48.1M
MVCAX vs NBRAX Comparison Chart
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MVCAX vs. NBRAX commentary
May 09, 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 MVCAX is a Buy and NBRAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.3B vs. NBRAX (48.1M). MVCAX pays higher dividends than NBRAX: MVCAX (0.93) vs NBRAX (0.42). MVCAX was incepted earlier than NBRAX: MVCAX (24 years) vs NBRAX (15 years). NBRAX (1.78) is less costly to investors than MVCAX (1.00). NBRAX is a more actively managed with annual turnover of: 29.00 vs. MVCAX (27.00). MVCAX (6%) and NBRAX (6%) have equivalent initial investment costs. MVCAX (1000) and NBRAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -8.27 vs. NBRAX (-9.40). NBRAX return over 5 years is better than : 70.47 vs. MVCAX (56.76).
MVCAXNBRAXMVCAX / NBRAX
Total Expense Ratio0.991.2182%
Annual Report Gross Expense Ratio1.001.7856%
Fund Existence24 years15 years-
Gain YTD-5.150-8.97757%
Front Load6%6%100%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets16.3B48.1M33,888%
Annual Yield % from dividends0.930.42223%
Returns for 1 year-8.27-9.4088%
Returns for 3 years4.611.90242%
Returns for 5 years56.7670.4781%
Returns for 10 years49.352.392,067%
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