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NBPAX vs OPATX
NBPAX vs OPATX Comparison
Open Charts NBPAX vs OPATX
NBPAX vs OPATX Comparison Chart in %
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NBPAX vs. OPATX commentary
Jun 24, 2026
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 NBPAX is a Hold and OPATX is a Hold.
FUNDAMENTALS
Fundamentals
OPATX has more cash in the bank: 669M vs. NBPAX (365M). OPATX pays higher dividends than NBPAX: OPATX (4.36) vs NBPAX (3.57). NBPAX was incepted earlier than OPATX: NBPAX (29 years) vs OPATX (37 years). OPATX (0.93) is less costly to investors than NBPAX (0.62). OPATX is a more actively managed with annual turnover of: 38.00 vs. NBPAX (28.00). OPATX has a lower initial minimum investment than NBPAX: OPATX (1000) vs NBPAX (100000). NBPAX annual gain was more profitable for investors over the last year : 8.44 vs. OPATX (6.75). OPATX (3.96) and NBPAX (3.94) have equivalent 5 years return.
| NBPAX | OPATX | NBPAX / OPATX | |
| Total Expense Ratio | 0.62 | 0.93 | 67% |
| Annual Report Gross Expense Ratio | 0.62 | 0.93 | 67% |
| Fund Existence | 29 years | 37 years | - |
| Gain YTD | 2.101 | 2.013 | 104% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 669M | 55% |
| Annual Yield % from dividends | 3.57 | 4.36 | 82% |
| Returns for 1 year | 8.44 | 6.75 | 125% |
| Returns for 3 years | 12.17 | 10.64 | 114% |
| Returns for 5 years | 3.94 | 3.96 | 99% |
| Returns for 10 years | 15.08 | 28.45 | 53% |
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