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NBRTX vs VMVAX
NBRTX vs VMVAX Comparison
Open Charts NBRTX vs VMVAX
Neuberger Berman M/C Intrinsic Val Inst
Price$26.40
Change-$0.10 (-0.38%)
VolumeN/A
Net Assets50.85M
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
NBRTX vs VMVAX Comparison Chart in %
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NBRTX vs. VMVAX 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 NBRTX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. NBRTX (50.8M). VMVAX pays higher dividends than NBRTX: VMVAX (2.22) vs NBRTX (0.72). 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 : 7.67 vs. NBRTX (0.35). NBRTX (66.67) and VMVAX (65.15) 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 | 0.610 | 5.198 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.8M | 31B | 0% |
| Annual Yield % from dividends | 0.72 | 2.22 | 32% |
| Returns for 1 year | 0.35 | 7.67 | 5% |
| Returns for 3 years | 4.21 | 17.51 | 24% |
| Returns for 5 years | 66.67 | 65.15 | 102% |
| Returns for 10 years | 25.43 | 87.87 | 29% |
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