Ad is loading...
NBFCX vs RNPFX
NBFCX vs RNPFX Comparison
Open Charts NBFCX vs RNPFX
Neuberger Berman Focus Trust
Price$28.18
Change-$1.44 (-4.86%)
VolumeN/A
Net Assets693.87M
American Funds New Perspective R5
Price$59.13
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
NBFCX vs RNPFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NBFCX vs. RNPFX commentary
Apr 04, 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 NBFCX is a Buy and RNPFX is a Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 139B vs. NBFCX (694M). RNPFX pays higher dividends than NBFCX: RNPFX (0.84) vs NBFCX (0.00). NBFCX was incepted earlier than RNPFX: NBFCX (32 years) vs RNPFX (23 years). NBFCX (1.11) is less costly to investors than RNPFX (0.46). NBFCX is a more actively managed with annual turnover of: 38.00 vs. RNPFX (24.00). NBFCX has a lower initial minimum investment than RNPFX: NBFCX (0) vs RNPFX (250). NBFCX annual gain was more profitable for investors over the last year : 7.51 vs. RNPFX (2.65). RNPFX return over 5 years is better than : 70.60 vs. NBFCX (50.86).
| NBFCX | RNPFX | NBFCX / RNPFX | |
| Total Expense Ratio | 1.11 | 0.46 | 241% |
| Annual Report Gross Expense Ratio | 1.11 | 0.46 | 241% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -1.953 | -0.741 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 139B | 0% |
| Annual Yield % from dividends | 0.00 | 0.84 | - |
| Returns for 1 year | 7.51 | 2.65 | 283% |
| Returns for 3 years | 15.79 | 3.11 | 507% |
| Returns for 5 years | 50.86 | 70.60 | 72% |
| Returns for 10 years | -2.91 | 64.56 | -5% |
View a ticker or compare two or three
VS
VS
Ad is loading...