MVCAX
Price
$34.06
Change
+$0.04 (+0.12%)
Updated
Jul 13 closing price
Net Assets
17.25B
NBREX
Price
$30.18
Change
-$0.06 (-0.20%)
Updated
Jul 13 closing price
Net Assets
54.99M
Interact to see
Advertisement

MVCAX vs NBREX

MVCAX vs NBREX Comparison Chart in %
View a ticker or compare two or three
VS
MVCAX vs. NBREX commentary
Jul 14, 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 NBREX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. NBREX (55M). MVCAX pays higher dividends than NBREX: MVCAX (1.11) vs NBREX (0.56). MVCAX was incepted earlier than NBREX: MVCAX (25 years) vs NBREX (27 years). NBREX (1.77) is less costly to investors than MVCAX (0.98). MVCAX is a more actively managed with annual turnover of: 24.00 vs. NBREX (16.00). NBREX has a lower initial minimum investment than MVCAX: NBREX (0) vs MVCAX (1000). NBREX annual gain was more profitable for investors over the last year : 15.40 vs. MVCAX (9.45). NBREX return over 5 years is better than : 25.17 vs. MVCAX (17.60).
MVCAXNBREXMVCAX / NBREX
Total Expense Ratio0.971.2578%
Annual Report Gross Expense Ratio0.981.7755%
Fund Existence25 years27 years-
Gain YTD13.13615.20086%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.2B55M31,273%
Annual Yield % from dividends1.110.56198%
Returns for 1 year9.4515.4061%
Returns for 3 years20.0623.5585%
Returns for 5 years17.6025.1770%
Returns for 10 years82.5756.56146%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RYLDX231.78N/A
N/A
Rydex Dow 2x Strategy A
CBALX58.01N/A
N/A
Columbia Balanced Inst
EEMCX18.73N/A
N/A
Columbia Emerging Markets C
CSSCX18.17N/A
N/A
Columbia Small Cap Value Discv C
VALSX29.16-0.03
-0.10%
Value Line Select Core Inv