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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
Sep 12, 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 Buy and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. NBRTX (52.9M). MVCAX pays higher dividends than NBRTX: MVCAX (1.08) vs NBRTX (0.85). MVCAX was incepted earlier than NBRTX: MVCAX (25 years) vs NBRTX (17 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 : 5.86 vs. MVCAX (5.51). NBRTX return over 5 years is better than : 26.30 vs. MVCAX (15.15).
| 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 | 17 years | - |
| Gain YTD | 12.903 | 12.972 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 52.9M | 31,758% |
| Annual Yield % from dividends | 1.08 | 0.85 | 128% |
| Returns for 1 year | 5.51 | 5.86 | 94% |
| Returns for 3 years | 23.61 | 26.74 | 88% |
| Returns for 5 years | 15.15 | 26.30 | 58% |
| Returns for 10 years | 83.46 | 61.94 | 135% |
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