MVCAX
Price
$30.79
Change
+$0.06 (+0.20%)
Updated
Jun 27 closing price
Net Assets
16.9B
NBREX
Price
$25.67
Change
+$0.02 (+0.08%)
Updated
Jun 27 closing price
Net Assets
50.81M
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MVCAX vs NBREX

Header iconMVCAX vs NBREX Comparison
Open Charts MVCAX vs NBREXBanner chart's image
MFS Mid Cap Value A
Price$30.79
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets16.9B
Neuberger Berman M/C Intrinsic Val Tr
Price$25.67
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets50.81M
MVCAX vs NBREX Comparison Chart in %
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MVCAX vs. NBREX commentary
Jun 28, 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 NBREX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. NBREX (50.8M). MVCAX pays higher dividends than NBREX: MVCAX (0.89) vs NBREX (0.39). MVCAX was incepted earlier than NBREX: MVCAX (24 years) vs NBREX (26 years). NBREX (1.73) is less costly to investors than MVCAX (1.00). NBREX is a more actively managed with annual turnover of: 29.00 vs. MVCAX (27.00). NBREX has a lower initial minimum investment than MVCAX: NBREX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -1.69 vs. NBREX (-2.24). NBREX return over 5 years is better than : 76.44 vs. MVCAX (61.20).
MVCAXNBREXMVCAX / NBREX
Total Expense Ratio0.991.2579%
Annual Report Gross Expense Ratio1.001.7358%
Fund Existence24 years26 years-
Gain YTD0.163-2.434-7%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B50.8M33,268%
Annual Yield % from dividends0.890.39230%
Returns for 1 year-1.69-2.2476%
Returns for 3 years15.0013.27113%
Returns for 5 years61.2076.4480%
Returns for 10 years59.9412.46481%
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