NBRTX
Price
$26.16
Change
-$0.58 (-2.17%)
Updated
Feb 21 closing price
Net Assets
54.91M
VEVYX
Price
$46.51
Change
-$0.88 (-1.86%)
Updated
Feb 21 closing price
Net Assets
18.19B
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NBRTX vs VEVYX

Header iconNBRTX vs VEVYX Comparison
Open Charts NBRTX vs VEVYXBanner chart's image
Neuberger Berman M/C Intrinsic Val Inst
Price$26.16
Change-$0.58 (-2.17%)
VolumeN/A
Net Assets54.91M
Victory Sycamore Established Value Y
Price$46.51
Change-$0.88 (-1.86%)
VolumeN/A
Net Assets18.19B
NBRTX vs VEVYX Comparison Chart
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NBRTX vs. VEVYX commentary
Feb 23, 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 NBRTX is a Hold and VEVYX is a Hold.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.2B vs. NBRTX (54.9M). VEVYX pays higher dividends than NBRTX: VEVYX (1.26) vs NBRTX (0.66). NBRTX was incepted earlier than VEVYX: NBRTX (15 years) vs VEVYX (12 years). VEVYX is a more actively managed with annual turnover of: 28.00 vs. NBRTX (15.00). NBRTX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. NBRTX annual gain was more profitable for investors over the last year : 3.02 vs. VEVYX (-1.86). NBRTX return over 5 years is better than : 31.43 vs. VEVYX (23.31).
NBRTXVEVYXNBRTX / VEVYX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years12 years-
Gain YTD-0.3051.219-25%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets54.9M18.2B0%
Annual Yield % from dividends0.661.2652%
Returns for 1 year3.02-1.86-162%
Returns for 3 years6.120.531,155%
Returns for 5 years31.4323.31135%
Returns for 10 years21.3347.9344%
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