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NBRTX vs VMVAX
NBRTX vs VMVAX Comparison
Open Charts NBRTX vs VMVAX
Neuberger Berman M/C Intrinsic Val Inst
Price$26.11
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets50.38M
Vanguard Mid-Cap Value Index Admiral
Price$86.53
Change-$0.27 (-0.31%)
VolumeN/A
Net Assets31.04B
NBRTX vs VMVAX Comparison Chart in %
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NBRTX vs. VMVAX commentary
Aug 08, 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 VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. NBRTX (50.4M). VMVAX pays higher dividends than NBRTX: VMVAX (2.22) vs NBRTX (0.72). NBRTX was incepted earlier than VMVAX: NBRTX (15 years) vs VMVAX (14 years). NBRTX (1.36) is less costly to investors than VMVAX (0.07). NBRTX is a more actively managed with annual turnover of: 29.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than NBRTX: VMVAX (3000) vs NBRTX (1000000). VMVAX annual gain was more profitable for investors over the last year : 9.26 vs. NBRTX (2.54). NBRTX (66.98) and VMVAX (64.27) have equivalent 5 years return.
| NBRTX | VMVAX | NBRTX / VMVAX | |
| Total Expense Ratio | 0.85 | 0.07 | 1,214% |
| Annual Report Gross Expense Ratio | 1.36 | 0.07 | 1,943% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -0.572 | 3.669 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.4M | 31B | 0% |
| Annual Yield % from dividends | 0.72 | 2.22 | 32% |
| Returns for 1 year | 2.54 | 9.26 | 27% |
| Returns for 3 years | 9.24 | 22.04 | 42% |
| Returns for 5 years | 66.98 | 64.27 | 104% |
| Returns for 10 years | 26.24 | 88.41 | 30% |
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