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NBFAX vs RNPEX
NBFAX vs RNPEX Comparison
Open Charts NBFAX vs RNPEX
Neuberger Berman Focus Adv
Price$27.41
Change-$0.97 (-3.42%)
VolumeN/A
Net Assets668.55M
American Funds New Perspective R4
Price$56.27
Change-$1.24 (-2.16%)
VolumeN/A
Net Assets132.16B
NBFAX vs RNPEX Comparison Chart
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NBFAX vs. RNPEX 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 NBFAX is a Buy and RNPEX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 132B vs. NBFAX (669M). RNPEX pays higher dividends than NBFAX: RNPEX (0.56) vs NBFAX (0.00). NBFAX was incepted earlier than RNPEX: NBFAX (29 years) vs RNPEX (23 years). NBFAX (1.35) is less costly to investors than RNPEX (0.76). NBFAX is a more actively managed with annual turnover of: 38.00 vs. RNPEX (24.00). NBFAX has a lower initial minimum investment than RNPEX: NBFAX (0) vs RNPEX (250). NBFAX annual gain was more profitable for investors over the last year : 4.19 vs. RNPEX (-1.86). RNPEX return over 5 years is better than : 45.92 vs. NBFAX (29.80).
| NBFAX | RNPEX | NBFAX / RNPEX | |
| Total Expense Ratio | 1.35 | 0.76 | 178% |
| Annual Report Gross Expense Ratio | 1.35 | 0.76 | 178% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | -5.400 | -5.582 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 669M | 132B | 1% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 4.19 | -1.86 | -225% |
| Returns for 3 years | 19.03 | 3.29 | 578% |
| Returns for 5 years | 29.80 | 45.92 | 65% |
| Returns for 10 years | -45.70 | 52.78 | -87% |
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