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MVCAX vs NBRTX
MVCAX vs NBRTX Comparison
Open Charts MVCAX vs NBRTX
Neuberger Berman M/C Intrinsic Val Inst
Price$25.65
Change+$0.33 (+1.30%)
VolumeN/A
Net Assets50.18M
MVCAX vs NBRTX Comparison Chart in %
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MVCAX vs. NBRTX commentary
Jun 27, 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: 16.7B vs. NBRTX (50.2M). MVCAX pays higher dividends than NBRTX: MVCAX (0.89) vs NBRTX (0.76). 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 (-2.61) and MVCAX (-2.62) have marching annual gain over last year. NBRTX return over 5 years is better than : 76.52 vs. MVCAX (59.63).
| 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 | -0.815 | -3.506 | 23% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 50.2M | 33,267% |
| Annual Yield % from dividends | 0.89 | 0.76 | 118% |
| Returns for 1 year | -2.62 | -2.61 | 100% |
| Returns for 3 years | 12.76 | 11.25 | 113% |
| Returns for 5 years | 59.63 | 76.52 | 78% |
| Returns for 10 years | 58.69 | 18.58 | 316% |
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