MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
NBRTX
Price
$26.51
Change
+$0.19 (+0.72%)
Updated
Jul 3 closing price
Net Assets
52.37M
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MVCAX vs NBRTX

Header iconMVCAX vs NBRTX Comparison
Open Charts MVCAX vs NBRTXBanner chart's image
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
Neuberger Berman M/C Intrinsic Val Inst
Price$26.51
Change+$0.19 (+0.72%)
VolumeN/A
Net Assets52.37M
MVCAX vs NBRTX Comparison Chart in %
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MVCAX vs. NBRTX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. NBRTX (52.4M). 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 : 1.35 vs. MVCAX (1.09). NBRTX return over 5 years is better than : 79.55 vs. MVCAX (60.39).
MVCAXNBRTXMVCAX / NBRTX
Total Expense Ratio0.990.85116%
Annual Report Gross Expense Ratio1.001.3674%
Fund Existence24 years15 years-
Gain YTD2.9341.029285%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B52.4M33,015%
Annual Yield % from dividends0.870.73119%
Returns for 1 year1.091.3581%
Returns for 3 years18.7018.48101%
Returns for 5 years60.3979.5576%
Returns for 10 years64.6124.71261%
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