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MVCAX vs NBRTX
MVCAX vs NBRTX Comparison
Open Charts MVCAX vs NBRTX
MVCAX vs NBRTX Comparison Chart in %
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MVCAX vs. NBRTX commentary
Jul 14, 2026
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: 17.2B vs. NBRTX (55M). MVCAX pays higher dividends than NBRTX: MVCAX (1.11) vs NBRTX (0.85). MVCAX was incepted earlier than NBRTX: MVCAX (25 years) vs NBRTX (16 years). NBRTX (1.40) is less costly to investors than MVCAX (0.98). MVCAX is a more actively managed with annual turnover of: 24.00 vs. NBRTX (16.00). 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 : 15.82 vs. MVCAX (9.45). NBRTX return over 5 years is better than : 26.88 vs. MVCAX (17.60).
| MVCAX | NBRTX | MVCAX / NBRTX | |
| Total Expense Ratio | 0.97 | 0.85 | 114% |
| Annual Report Gross Expense Ratio | 0.98 | 1.40 | 70% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 13.136 | 15.414 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 55M | 31,273% |
| Annual Yield % from dividends | 1.11 | 0.85 | 131% |
| Returns for 1 year | 9.45 | 15.82 | 60% |
| Returns for 3 years | 20.06 | 24.84 | 81% |
| Returns for 5 years | 17.60 | 26.88 | 65% |
| Returns for 10 years | 82.57 | 63.50 | 130% |
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