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NBFAX vs RNPHX
NBFAX vs RNPHX Comparison
Open Charts NBFAX vs RNPHX
Neuberger Berman Focus Adv
Price$32.07
Change-$0.35 (-1.08%)
VolumeN/A
Net Assets746.11M
American Funds New Perspective R5E
Price$66.83
Change-$0.80 (-1.18%)
VolumeN/A
Net Assets150.58B
NBFAX vs RNPHX Comparison Chart
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NBFAX vs. RNPHX commentary
Jun 15, 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: 151B vs. NBFAX (746M). RNPHX pays higher dividends than NBFAX: RNPHX (0.70) vs NBFAX (0.00). NBFAX was incepted earlier than RNPHX: NBFAX (29 years) vs RNPHX (10 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 : 13.44 vs. RNPHX (9.06). RNPHX return over 5 years is better than : 48.85 vs. NBFAX (29.83).
| 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 | 10 years | - |
| Gain YTD | 6.900 | 8.773 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 0.70 | - |
| Returns for 1 year | 13.44 | 9.06 | 148% |
| Returns for 3 years | 62.82 | 43.45 | 145% |
| Returns for 5 years | 29.83 | 48.85 | 61% |
| Returns for 10 years | -39.32 | N/A | - |
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