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ANWPX vs NBFCX
ANWPX vs NBFCX Comparison
Open Charts ANWPX vs NBFCX
American Funds New Perspective A
Price$65.04
Change+$0.48 (+0.74%)
VolumeN/A
Net Assets146.98B
Neuberger Berman Focus Trust
Price$32.02
Change+$0.21 (+0.66%)
VolumeN/A
Net Assets755.15M
ANWPX vs NBFCX Comparison Chart
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ANWPX vs. NBFCX commentary
Jan 31, 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 StrongBuy and NBFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 147B vs. NBFCX (755M). ANWPX pays higher dividends than NBFCX: ANWPX (0.83) vs NBFCX (0.34). ANWPX was incepted earlier than NBFCX: ANWPX (52 years) vs NBFCX (31 years). NBFCX is a more actively managed with annual turnover of: 78.00 vs. ANWPX (17.00). 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 : 23.97 vs. ANWPX (16.52). ANWPX return over 5 years is better than : 39.90 vs. NBFCX (25.57).
| ANWPX | NBFCX | ANWPX / NBFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 31 years | - |
| Gain YTD | 4.717 | 5.296 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 755M | 19,470% |
| Annual Yield % from dividends | 0.83 | 0.34 | 240% |
| Returns for 1 year | 16.52 | 23.97 | 69% |
| Returns for 3 years | 7.85 | 22.11 | 35% |
| Returns for 5 years | 39.90 | 25.57 | 156% |
| Returns for 10 years | 81.76 | 10.12 | 808% |
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