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NBRTX vs VMVAX
NBRTX vs VMVAX Comparison
Open Charts NBRTX vs VMVAX
Neuberger Berman M/C Intrinsic Val Inst
Price$24.90
Change-$0.44 (-1.74%)
VolumeN/A
Net Assets49.31M
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
NBRTX vs VMVAX Comparison Chart
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NBRTX vs. VMVAX commentary
Jun 15, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. NBRTX (49.3M). VMVAX pays higher dividends than NBRTX: VMVAX (2.31) vs NBRTX (0.76). 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 : 7.23 vs. NBRTX (-5.03). VMVAX (69.23) and NBRTX (66.01) 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 | -5.107 | -0.023 | 22,537% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.3M | 29.9B | 0% |
| Annual Yield % from dividends | 0.76 | 2.31 | 33% |
| Returns for 1 year | -5.03 | 7.23 | -70% |
| Returns for 3 years | 11.19 | 24.99 | 45% |
| Returns for 5 years | 66.01 | 69.23 | 95% |
| Returns for 10 years | 13.53 | 78.81 | 17% |
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