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NBFAX vs RNPEX
NBFAX vs RNPEX Comparison
Open Charts NBFAX vs RNPEX
Neuberger Berman Focus Adv
Price$30.68
Change+$0.19 (+0.62%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R4
Price$62.35
Change+$0.55 (+0.89%)
VolumeN/A
CapitalizationN/A
NBFAX vs RNPEX Comparison Chart
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NBFAX vs. RNPEX commentary
Dec 25, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 144B vs. NBFAX (735M). RNPEX pays higher dividends than NBFAX: RNPEX (0.83) vs NBFAX (0.10). NBFAX was incepted earlier than RNPEX: NBFAX (28 years) vs RNPEX (23 years). NBFAX is a more actively managed with annual turnover of: 78.00 vs. RNPEX (17.00). 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 : 23.64 vs. RNPEX (13.93). RNPEX return over 5 years is better than : 35.37 vs. NBFAX (20.94).
| NBFAX | RNPEX | NBFAX / RNPEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 22.993 | 13.220 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 735M | 144B | 1% |
| Annual Yield % from dividends | 0.10 | 0.83 | 13% |
| Returns for 1 year | 23.64 | 13.93 | 170% |
| Returns for 3 years | 3.44 | -3.47 | -99% |
| Returns for 5 years | 20.94 | 35.37 | 59% |
| Returns for 10 years | -40.95 | 73.55 | -56% |
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