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MVCAX vs NBRAX
MVCAX vs NBRAX Comparison
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MVCAX vs NBRAX Comparison Chart in %
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MVCAX vs. NBRAX 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 NBRAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. NBRAX (54.9M). MVCAX pays higher dividends than NBRAX: MVCAX (1.09) vs NBRAX (0.49). MVCAX was incepted earlier than NBRAX: MVCAX (25 years) vs NBRAX (16 years). NBRAX (1.82) is less costly to investors than MVCAX (0.98). MVCAX is a more actively managed with annual turnover of: 24.00 vs. NBRAX (16.00). MVCAX (6%) and NBRAX (6%) have equivalent initial investment costs. MVCAX (1000) and NBRAX (1000) have matching initial minimum investment requirements. NBRAX annual gain was more profitable for investors over the last year : 15.74 vs. MVCAX (13.14). NBRAX return over 5 years is better than : 28.09 vs. MVCAX (20.74).
| MVCAX | NBRAX | MVCAX / NBRAX | |
| Total Expense Ratio | 0.97 | 1.21 | 80% |
| Annual Report Gross Expense Ratio | 0.98 | 1.82 | 54% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 17.692 | 15.683 | 113% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 54.9M | 32,240% |
| Annual Yield % from dividends | 1.09 | 0.49 | 223% |
| Returns for 1 year | 13.14 | 15.74 | 83% |
| Returns for 3 years | 29.68 | 29.35 | 101% |
| Returns for 5 years | 20.74 | 28.09 | 74% |
| Returns for 10 years | 86.14 | 55.58 | 155% |
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