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MVCAX vs NBRTX
MVCAX vs NBRTX Comparison
Open Charts MVCAX vs NBRTX
Neuberger Berman M/C Intrinsic Val Inst
Price$28.00
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets52.43M
MVCAX vs NBRTX Comparison Chart in %
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MVCAX vs. NBRTX commentary
Sep 19, 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 Hold and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. NBRTX (52.4M). MVCAX pays higher dividends than NBRTX: MVCAX (0.84) vs NBRTX (0.69). MVCAX was incepted earlier than NBRTX: MVCAX (24 years) vs NBRTX (16 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). NBRTX annual gain was more profitable for investors over the last year : 4.78 vs. MVCAX (-5.36). NBRTX return over 5 years is better than : 81.51 vs. MVCAX (52.29).
| 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 | 16 years | - |
| Gain YTD | 4.563 | 6.593 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 52.4M | 32,634% |
| Annual Yield % from dividends | 0.84 | 0.69 | 121% |
| Returns for 1 year | -5.36 | 4.78 | -112% |
| Returns for 3 years | 17.55 | 21.84 | 80% |
| Returns for 5 years | 52.29 | 81.51 | 64% |
| Returns for 10 years | 75.96 | 41.86 | 181% |