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NBFAX vs RPEBX
NBFAX vs RPEBX Comparison
Open Charts NBFAX vs RPEBX
Neuberger Berman Focus Adv
Price$34.36
Change-$0.18 (-0.52%)
VolumeN/A
Net Assets797.19M
American Funds New Perspective R2E
Price$67.80
Change-$0.55 (-0.80%)
VolumeN/A
Net Assets156.68B
NBFAX vs RPEBX Comparison Chart in %
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NBFAX vs. RPEBX commentary
Aug 06, 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 157B vs. NBFAX (797M). RPEBX pays higher dividends than NBFAX: RPEBX (0.12) vs NBFAX (0.00). NBFAX was incepted earlier than RPEBX: NBFAX (29 years) vs RPEBX (11 years). NBFAX (1.35) is less costly to investors than RPEBX (1.21). NBFAX is a more actively managed with annual turnover of: 38.00 vs. RPEBX (24.00). NBFAX has a lower initial minimum investment than RPEBX: NBFAX (0) vs RPEBX (250). NBFAX annual gain was more profitable for investors over the last year : 24.94 vs. RPEBX (16.44). RPEBX return over 5 years is better than : 33.99 vs. NBFAX (23.85).
| NBFAX | RPEBX | NBFAX / RPEBX | |
| Total Expense Ratio | 1.35 | 1.21 | 112% |
| Annual Report Gross Expense Ratio | 1.35 | 1.21 | 112% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 13.400 | 13.218 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 157B | 1% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 24.94 | 16.44 | 152% |
| Returns for 3 years | 55.67 | 34.83 | 160% |
| Returns for 5 years | 23.85 | 33.99 | 70% |
| Returns for 10 years | -35.13 | 77.48 | -45% |
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