MVCAX
Price
$31.70
Change
-$0.20 (-0.63%)
Updated
Aug 15 closing price
Net Assets
17.12B
NBRTX
Price
$26.40
Change
-$0.10 (-0.38%)
Updated
Aug 15 closing price
Net Assets
50.85M
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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$31.70
Change-$0.20 (-0.63%)
VolumeN/A
Net Assets17.12B
Neuberger Berman M/C Intrinsic Val Inst
Price$26.40
Change-$0.10 (-0.38%)
VolumeN/A
Net Assets50.85M
MVCAX vs NBRTX Comparison Chart in %
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MVCAX vs. NBRTX commentary
Aug 18, 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: 17.1B vs. NBRTX (50.8M). MVCAX pays higher dividends than NBRTX: MVCAX (0.86) vs NBRTX (0.72). 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 : 0.35 vs. MVCAX (-3.52). NBRTX return over 5 years is better than : 66.67 vs. MVCAX (47.65).
MVCAXNBRTXMVCAX / NBRTX
Total Expense Ratio0.990.85116%
Annual Report Gross Expense Ratio1.001.3674%
Fund Existence24 years15 years-
Gain YTD3.3250.610545%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.1B50.8M33,661%
Annual Yield % from dividends0.860.72120%
Returns for 1 year-3.520.35-995%
Returns for 3 years6.814.21162%
Returns for 5 years47.6566.6771%
Returns for 10 years63.0925.43248%
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