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MVCAX vs NBRTX
MVCAX vs NBRTX Comparison
Open Charts MVCAX vs NBRTX
Neuberger Berman M/C Intrinsic Val Inst
Price$26.93
Change+$0.16 (+0.60%)
VolumeN/A
Net Assets52.08M
MVCAX vs NBRTX Comparison Chart in %
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MVCAX vs. NBRTX commentary
Jul 28, 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 MVCAX is a Buy and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. NBRTX (52.1M). MVCAX pays higher dividends than NBRTX: MVCAX (0.87) vs NBRTX (0.73). MVCAX was incepted earlier than NBRTX: MVCAX (24 years) vs NBRTX (15 years). NBRTX (1.36) is less costly to investors than MVCAX (1.00). NBRTX is a more actively managed with annual turnover of: 29.00 vs. MVCAX (27.00). 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 : 0.85 vs. MVCAX (-1.70). NBRTX return over 5 years is better than : 79.55 vs. MVCAX (54.59).
| MVCAX | NBRTX | MVCAX / NBRTX | |
| Total Expense Ratio | 0.99 | 0.85 | 116% |
| Annual Report Gross Expense Ratio | 1.00 | 1.36 | 74% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 3.814 | 2.630 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 52.1M | 33,205% |
| Annual Yield % from dividends | 0.87 | 0.73 | 119% |
| Returns for 1 year | -1.70 | 0.85 | -201% |
| Returns for 3 years | 16.54 | 17.26 | 96% |
| Returns for 5 years | 54.59 | 79.55 | 69% |
| Returns for 10 years | 67.90 | 28.88 | 235% |
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| Innovator Eq Dfnd Prt ETF - 6 Mo Apr/Oct | |||
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| Sovereign's Capital Flourish Fund | |||