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NBSSX vs RNPEX
NBSSX vs RNPEX Comparison
Open Charts NBSSX vs RNPEX
Neuberger Berman Focus Investor
Price$32.34
Change-$0.51 (-1.55%)
VolumeN/A
Net Assets758.59M
American Funds New Perspective R4
Price$63.72
Change-$0.77 (-1.19%)
VolumeN/A
Net Assets147.51B
NBSSX vs RNPEX Comparison Chart
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NBSSX vs. RNPEX commentary
Feb 23, 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 NBSSX is a Hold and RNPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 148B vs. NBSSX (759M). RNPEX pays higher dividends than NBSSX: RNPEX (0.83) vs NBSSX (0.53). NBSSX was incepted earlier than RNPEX: NBSSX (69 years) vs RNPEX (23 years). NBSSX is a more actively managed with annual turnover of: 78.00 vs. RNPEX (17.00). RNPEX has a lower initial minimum investment than NBSSX: RNPEX (250) vs NBSSX (1000). NBSSX annual gain was more profitable for investors over the last year : 19.25 vs. RNPEX (10.34). RNPEX return over 5 years is better than : 33.67 vs. NBSSX (22.36).
| NBSSX | RNPEX | NBSSX / RNPEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 69 years | 23 years | - |
| Gain YTD | 6.417 | 4.613 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 148B | 1% |
| Annual Yield % from dividends | 0.53 | 0.83 | 64% |
| Returns for 1 year | 19.25 | 10.34 | 186% |
| Returns for 3 years | 31.13 | 14.28 | 218% |
| Returns for 5 years | 22.36 | 33.67 | 66% |
| Returns for 10 years | 24.45 | 72.06 | 34% |
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