Interact to see
Advertisement
Advertisement
MVCAX vs NBRTX
MVCAX vs NBRTX Comparison
Open Charts MVCAX vs NBRTX
Neuberger Berman M/C Intrinsic Val Inst
Price$26.11
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets50.38M
MVCAX vs NBRTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. NBRTX commentary
Aug 08, 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: 16.9B vs. NBRTX (50.4M). MVCAX pays higher dividends than NBRTX: MVCAX (0.86) vs NBRTX (0.72). 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). NBRTX annual gain was more profitable for investors over the last year : 2.54 vs. MVCAX (-1.59). NBRTX return over 5 years is better than : 66.98 vs. MVCAX (46.66).
| 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 | 1.662 | -0.572 | -291% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 50.4M | 33,532% |
| Annual Yield % from dividends | 0.86 | 0.72 | 120% |
| Returns for 1 year | -1.59 | 2.54 | -63% |
| Returns for 3 years | 10.76 | 9.24 | 116% |
| Returns for 5 years | 46.66 | 66.98 | 70% |
| Returns for 10 years | 63.45 | 26.24 | 242% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers