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ANWPX vs NBFAX
ANWPX vs NBFAX Comparison
Open Charts ANWPX vs NBFAX
American Funds New Perspective A
Price$57.39
Change-$1.26 (-2.15%)
VolumeN/A
Net Assets132.16B
Neuberger Berman Focus Adv
Price$27.41
Change-$0.97 (-3.42%)
VolumeN/A
Net Assets668.55M
ANWPX vs NBFAX Comparison Chart
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ANWPX vs. NBFAX commentary
Apr 11, 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 ANWPX is a Hold and NBFAX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 132B vs. NBFAX (669M). ANWPX pays higher dividends than NBFAX: ANWPX (0.58) vs NBFAX (0.00). ANWPX was incepted earlier than NBFAX: ANWPX (52 years) vs NBFAX (29 years). NBFAX (1.35) is less costly to investors than ANWPX (0.73). NBFAX is a more actively managed with annual turnover of: 38.00 vs. ANWPX (24.00). NBFAX has a lower initial minimum investment than ANWPX: NBFAX (0) vs ANWPX (250). NBFAX annual gain was more profitable for investors over the last year : 4.19 vs. ANWPX (-1.75). ANWPX return over 5 years is better than : 46.63 vs. NBFAX (29.80).
| ANWPX | NBFAX | ANWPX / NBFAX | |
| Total Expense Ratio | 0.73 | 1.35 | 54% |
| Annual Report Gross Expense Ratio | 0.73 | 1.35 | 54% |
| Fund Existence | 52 years | 29 years | - |
| Gain YTD | -5.571 | -5.400 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 669M | 19,731% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | -1.75 | 4.19 | -42% |
| Returns for 3 years | 3.57 | 19.03 | 19% |
| Returns for 5 years | 46.63 | 29.80 | 156% |
| Returns for 10 years | 54.09 | -45.70 | -118% |
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