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NBRTX vs VMVAX
NBRTX vs VMVAX Comparison
Open Charts NBRTX vs VMVAX
Neuberger Berman M/C Intrinsic Val Inst
Price$24.36
Change+$0.43 (+1.80%)
VolumeN/A
Net Assets48.1M
Vanguard Mid-Cap Value Index Admiral
Price$82.33
Change+$0.60 (+0.73%)
VolumeN/A
Net Assets29.07B
NBRTX vs VMVAX Comparison Chart
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NBRTX vs. VMVAX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. NBRTX (48.1M). VMVAX pays higher dividends than NBRTX: VMVAX (2.40) vs NBRTX (0.80). 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 : 3.70 vs. NBRTX (-9.04). VMVAX (75.12) and NBRTX (72.95) 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 | -8.803 | -2.399 | 367% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1M | 29.1B | 0% |
| Annual Yield % from dividends | 0.80 | 2.40 | 33% |
| Returns for 1 year | -9.04 | 3.70 | -244% |
| Returns for 3 years | 2.57 | 14.12 | 18% |
| Returns for 5 years | 72.95 | 75.12 | 97% |
| Returns for 10 years | 9.16 | 73.65 | 12% |
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