Neuberger Berman Mid Cap Intrinsic Value Fund (NBRVX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NBRVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NBRVX
NBRVX charges 1.49% annually. There are 104 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | NBRVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | NBRVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | NBRVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | NBRVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | NBRVX vs VMVIX |
Best Risk-Adjusted Alternatives to NBRVX
NBRVX has a PortfoliosLab risk / return rank of 61. There are 39 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 90 | — | Mar 2002 | NBRVX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | NBRVX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 86 | — | Aug 1998 | NBRVX vs NCBVX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | NBRVX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 85 | — | Nov 2001 | NBRVX vs SMVTX |
Top Performing NBRVX Alternatives (YTD)
NBRVX is at 15.38% YTD. There are 45 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.44% | — | Dec 1983 | NBRVX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.40% | — | Jul 1995 | NBRVX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.23% | — | Sep 1996 | NBRVX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.06% | — | Aug 1986 | NBRVX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.73% | — | Aug 2001 | NBRVX vs FVCSX |
Lowest Volatility Alternatives to NBRVX
NBRVX has 15.94% 1-year volatility. There are 79 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.53% | 36.60B | Sep 2011 | NBRVX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.54% | — | Aug 2006 | NBRVX vs VMVIX | |
| American Century Mid Cap Value Fund | 11.85% | 5.65B | Mar 2004 | NBRVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.87% | — | Mar 2004 | NBRVX vs ACLAX | |
| Principal MidCap Value Fund I | 11.87% | — | Dec 2003 | NBRVX vs PVMIX |
Lowest Drawdown Alternatives to NBRVX
NBRVX has a 1-year max drawdown of -9.88%. There are 79 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | NBRVX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | NBRVX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | NBRVX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | NBRVX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | NBRVX vs VMVAX |
Other Mutual Funds from Neuberger Berman
The 10 most viewed Neuberger Berman mutual funds shown here include NBGNX, NML, NLSIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 10 | 11.83% | — | Sep 1988 | NBRVX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 57 | 27.36% | — | Mar 2013 | NBRVX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 20 | 2.09% | — | Dec 2011 | NBRVX vs NLSIX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 36 | 0.54% | — | Jul 2003 | NBRVX vs NSTLX | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 18 | 6.33% | — | Jun 1950 | NBRVX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 93 | 19.63% | — | Jan 1975 | NBRVX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | 6.34% | — | Mar 1979 | NBRVX vs NMANX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 20 | 14.31% | — | May 2021 | NBRVX vs NBXG | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 85 | 23.29% | — | May 2010 | NBRVX vs NINLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 79 | 16.20% | — | Mar 1994 | NBRVX vs NBSRX |
Often Compared With NBRVX
Investors most often compare NBRVX with ARFFX, NMAVX, NBGIX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare NBRVX with Any Fund or Stock
Compare NBRVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NBRVX with funds that move differently
Neuberger Berman Mid Cap Intrinsic Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NBRVX.
Explore NBRVX Diversifiers