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MVCAX vs NBRTX
MVCAX vs NBRTX Comparison
Open Charts MVCAX vs NBRTX
Neuberger Berman M/C Intrinsic Val Inst
Price$24.36
Change+$0.43 (+1.80%)
VolumeN/A
Net Assets48.1M
MVCAX vs NBRTX Comparison Chart
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MVCAX vs. NBRTX 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 NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.3B vs. NBRTX (48.1M). MVCAX pays higher dividends than NBRTX: MVCAX (0.93) vs NBRTX (0.80). MVCAX was incepted earlier than NBRTX: MVCAX (24 years) vs NBRTX (15 years). NBRTX (1.36) is less costly to investors than MVCAX (1.00). NBRTX is a more actively managed with annual turnover of: 29.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than NBRTX: MVCAX (1000) vs NBRTX (1000000). MVCAX annual gain was more profitable for investors over the last year : -8.27 vs. NBRTX (-9.04). NBRTX return over 5 years is better than : 72.95 vs. MVCAX (56.76).
| MVCAX | NBRTX | MVCAX / NBRTX | |
| Total Expense Ratio | 0.99 | 0.85 | 116% |
| Annual Report Gross Expense Ratio | 1.00 | 1.36 | 74% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | -5.150 | -8.803 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 48.1M | 33,888% |
| Annual Yield % from dividends | 0.93 | 0.80 | 117% |
| Returns for 1 year | -8.27 | -9.04 | 92% |
| Returns for 3 years | 4.61 | 2.57 | 179% |
| Returns for 5 years | 56.76 | 72.95 | 78% |
| Returns for 10 years | 49.35 | 9.16 | 539% |
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