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MVCAX vs NBRTX
MVCAX vs NBRTX Comparison
Open Charts MVCAX vs NBRTX
Neuberger Berman M/C Intrinsic Val Inst
Price$24.90
Change-$0.44 (-1.74%)
VolumeN/A
Net Assets49.31M
MVCAX vs NBRTX Comparison Chart
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MVCAX vs. NBRTX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. NBRTX (49.3M). MVCAX pays higher dividends than NBRTX: MVCAX (0.89) vs NBRTX (0.76). 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). MVCAX annual gain was more profitable for investors over the last year : -4.53 vs. NBRTX (-5.03). NBRTX return over 5 years is better than : 66.01 vs. MVCAX (51.98).
| 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 | -2.086 | -5.107 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 49.3M | 33,671% |
| Annual Yield % from dividends | 0.89 | 0.76 | 118% |
| Returns for 1 year | -4.53 | -5.03 | 90% |
| Returns for 3 years | 13.00 | 11.19 | 116% |
| Returns for 5 years | 51.98 | 66.01 | 79% |
| Returns for 10 years | 53.51 | 13.53 | 395% |
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