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NBRTX vs VEVYX
NBRTX vs VEVYX Comparison
Open Charts NBRTX vs VEVYX
Neuberger Berman M/C Intrinsic Val Inst
Price$25.65
Change+$0.33 (+1.30%)
VolumeN/A
Net Assets50.18M
Victory Sycamore Established Value Y
Price$45.21
Change+$0.35 (+0.78%)
VolumeN/A
Net Assets17.13B
NBRTX vs VEVYX Comparison Chart in %
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NBRTX vs. VEVYX 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 NBRTX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. NBRTX (50.2M). VEVYX pays higher dividends than NBRTX: VEVYX (1.12) vs NBRTX (0.76). NBRTX was incepted earlier than VEVYX: NBRTX (15 years) vs VEVYX (12 years). NBRTX (1.36) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. NBRTX (29.00). NBRTX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. NBRTX annual gain was more profitable for investors over the last year : -2.61 vs. VEVYX (-5.79). NBRTX return over 5 years is better than : 76.52 vs. VEVYX (46.57).
| NBRTX | VEVYX | NBRTX / VEVYX | |
| Total Expense Ratio | 0.85 | 0.66 | 129% |
| Annual Report Gross Expense Ratio | 1.36 | 0.66 | 206% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | -3.506 | -1.801 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.2M | 17.1B | 0% |
| Annual Yield % from dividends | 0.76 | 1.12 | 68% |
| Returns for 1 year | -2.61 | -5.79 | 45% |
| Returns for 3 years | 11.25 | 3.75 | 300% |
| Returns for 5 years | 76.52 | 46.57 | 164% |
| Returns for 10 years | 18.58 | 45.95 | 40% |
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