Ad is loading...
NBFAX vs RNPEX
NBFAX vs RNPEX Comparison
Open Charts NBFAX vs RNPEX
Neuberger Berman Focus Adv
Price$31.78
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets755.15M
American Funds New Perspective R4
Price$63.78
Change+$0.47 (+0.74%)
VolumeN/A
Net Assets146.98B
NBFAX vs RNPEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NBFAX vs. RNPEX 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 NBFAX is a StrongBuy and RNPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 147B vs. NBFAX (755M). 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 : 21.98 vs. RNPEX (14.07). RNPEX return over 5 years is better than : 38.20 vs. NBFAX (24.23).
| 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 | 5.267 | 3.940 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 147B | 1% |
| Annual Yield % from dividends | 0.10 | 0.83 | 13% |
| Returns for 1 year | 21.98 | 14.07 | 156% |
| Returns for 3 years | 25.76 | 9.90 | 260% |
| Returns for 5 years | 24.23 | 38.20 | 63% |
| Returns for 10 years | -35.12 | 80.33 | -44% |
View a ticker or compare two or three
VS
VS
Ad is loading...