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NBRTX vs VMVAX
NBRTX vs VMVAX Comparison
Open Charts NBRTX vs VMVAX
Neuberger Berman M/C Intrinsic Val Inst
Price$26.93
Change+$0.16 (+0.60%)
VolumeN/A
Net Assets52.08M
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change+$0.58 (+0.66%)
VolumeN/A
Net Assets30.57B
NBRTX vs VMVAX Comparison Chart in %
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NBRTX vs. VMVAX commentary
Jul 28, 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: 30.6B vs. NBRTX (52.1M). VMVAX pays higher dividends than NBRTX: VMVAX (2.26) vs NBRTX (0.73). 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 : 9.76 vs. NBRTX (0.85). NBRTX return over 5 years is better than : 79.55 vs. VMVAX (71.82).
| 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 | 2.630 | 5.532 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1M | 30.6B | 0% |
| Annual Yield % from dividends | 0.73 | 2.26 | 32% |
| Returns for 1 year | 0.85 | 9.76 | 9% |
| Returns for 3 years | 17.26 | 28.18 | 61% |
| Returns for 5 years | 79.55 | 71.82 | 111% |
| Returns for 10 years | 28.88 | 93.07 | 31% |
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