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ANWPX vs NBFCX
ANWPX vs NBFCX Comparison
Open Charts ANWPX vs NBFCX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
Neuberger Berman Focus Trust
Price$28.18
Change-$1.44 (-4.86%)
VolumeN/A
Net Assets693.87M
ANWPX vs NBFCX Comparison Chart
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ANWPX vs. NBFCX commentary
Apr 04, 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 NBFCX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. NBFCX (694M). ANWPX pays higher dividends than NBFCX: ANWPX (0.58) vs NBFCX (0.00). ANWPX was incepted earlier than NBFCX: ANWPX (52 years) vs NBFCX (32 years). NBFCX (1.11) is less costly to investors than ANWPX (0.73). NBFCX is a more actively managed with annual turnover of: 38.00 vs. ANWPX (24.00). NBFCX has a lower initial minimum investment than ANWPX: NBFCX (0) vs ANWPX (250). NBFCX annual gain was more profitable for investors over the last year : 7.51 vs. ANWPX (2.39). ANWPX return over 5 years is better than : 69.24 vs. NBFCX (50.86).
| ANWPX | NBFCX | ANWPX / NBFCX | |
| Total Expense Ratio | 0.73 | 1.11 | 66% |
| Annual Report Gross Expense Ratio | 0.73 | 1.11 | 66% |
| Fund Existence | 52 years | 32 years | - |
| Gain YTD | -0.805 | -1.953 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 694M | 20,029% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.39 | 7.51 | 32% |
| Returns for 3 years | 2.60 | 15.79 | 16% |
| Returns for 5 years | 69.24 | 50.86 | 136% |
| Returns for 10 years | 63.30 | -2.91 | -2,172% |
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