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NBFAX vs RNPHX
NBFAX vs RNPHX Comparison
Open Charts NBFAX vs RNPHX
Neuberger Berman Focus Adv
Price$29.04
Change+$0.65 (+2.29%)
VolumeN/A
Net Assets666.24M
American Funds New Perspective R5E
Price$60.48
Change+$1.15 (+1.94%)
VolumeN/A
Net Assets134.95B
NBFAX vs RNPHX Comparison Chart
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NBFAX vs. RNPHX commentary
Apr 25, 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 RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 135B vs. NBFAX (666M). RNPHX pays higher dividends than NBFAX: RNPHX (0.76) vs NBFAX (0.00). NBFAX was incepted earlier than RNPHX: NBFAX (29 years) vs RNPHX (9 years). NBFAX (1.35) is less costly to investors than RNPHX (0.56). NBFAX is a more actively managed with annual turnover of: 38.00 vs. RNPHX (24.00). NBFAX has a lower initial minimum investment than RNPHX: NBFAX (0) vs RNPHX (250). NBFAX annual gain was more profitable for investors over the last year : 6.69 vs. RNPHX (4.43). RNPHX return over 5 years is better than : 48.33 vs. NBFAX (28.03).
| NBFAX | RNPHX | NBFAX / RNPHX | |
| Total Expense Ratio | 1.35 | 0.56 | 241% |
| Annual Report Gross Expense Ratio | 1.35 | 0.56 | 241% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | -5.367 | -1.562 | 343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666M | 135B | 0% |
| Annual Yield % from dividends | 0.00 | 0.76 | - |
| Returns for 1 year | 6.69 | 4.43 | 151% |
| Returns for 3 years | 21.47 | 11.90 | 180% |
| Returns for 5 years | 28.03 | 48.33 | 58% |
| Returns for 10 years | -45.81 | N/A | - |