MVCAX
Price
$32.34
Change
-$0.05 (-0.15%)
Updated
Aug 28 closing price
Net Assets
17.32B
NBRTX
Price
$27.63
Change
+$0.27 (+0.99%)
Updated
Aug 28 closing price
Net Assets
51.74M
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MVCAX vs NBRTX

Header iconMVCAX vs NBRTX Comparison
Open Charts MVCAX vs NBRTXBanner chart's image
MFS Mid Cap Value A
Price$32.34
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets17.32B
Neuberger Berman M/C Intrinsic Val Inst
Price$27.63
Change+$0.27 (+0.99%)
VolumeN/A
Net Assets51.74M
MVCAX vs NBRTX Comparison Chart in %
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MVCAX vs. NBRTX commentary
Aug 29, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. NBRTX (51.7M). 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 : 1.47 vs. MVCAX (-3.51). NBRTX return over 5 years is better than : 72.84 vs. MVCAX (50.80).
MVCAXNBRTXMVCAX / NBRTX
Total Expense Ratio0.990.85116%
Annual Report Gross Expense Ratio1.001.3674%
Fund Existence24 years15 years-
Gain YTD5.5744.268131%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B51.7M33,462%
Annual Yield % from dividends0.860.72120%
Returns for 1 year-3.511.47-238%
Returns for 3 years14.9814.56103%
Returns for 5 years50.8072.8470%
Returns for 10 years75.5036.85205%
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