MVCAX
Price
$31.59
Change
+$0.12 (+0.38%)
Updated
Jan 17 closing price
Net Assets
17.56B
NBRTX
Price
$27.00
Change
+$0.04 (+0.15%)
Updated
Jan 17 closing price
Net Assets
57.18M
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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$31.59
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.56B
Neuberger Berman M/C Intrinsic Val Inst
Price$27.00
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets57.18M
MVCAX vs NBRTX Comparison Chart
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VS
MVCAX vs. NBRTX commentary
Jan 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 Buy and NBRTX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. NBRTX (57.2M). MVCAX pays higher dividends than NBRTX: MVCAX (1.16) vs NBRTX (0.66). MVCAX was incepted earlier than NBRTX: MVCAX (23 years) vs NBRTX (15 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. NBRTX (15.00). MVCAX has a lower initial minimum investment than NBRTX: MVCAX (1000) vs NBRTX (1000000). NBRTX (9.81) and MVCAX (9.50) have marching annual gain over last year. NBRTX (31.39) and MVCAX (30.79) have equivalent 5 years return.
MVCAXNBRTXMVCAX / NBRTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years15 years-
Gain YTD2.9662.896102%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.6B57.2M30,769%
Annual Yield % from dividends1.160.66176%
Returns for 1 year9.509.8197%
Returns for 3 years2.654.3162%
Returns for 5 years30.7931.3998%
Returns for 10 years74.3434.48216%
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