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NBSSX vs RPEBX
NBSSX vs RPEBX Comparison
Open Charts NBSSX vs RPEBX
Neuberger Berman Focus Investor
Price$29.56
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets683.52M
American Funds New Perspective R2E
Price$59.80
Change+$0.50 (+0.84%)
VolumeN/A
Net Assets138.68B
NBSSX vs RPEBX Comparison Chart
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NBSSX vs. RPEBX commentary
Apr 28, 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 Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 139B vs. NBSSX (684M). RPEBX pays higher dividends than NBSSX: RPEBX (0.14) vs NBSSX (0.12). NBSSX was incepted earlier than RPEBX: NBSSX (70 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than NBSSX (0.91). NBSSX is a more actively managed with annual turnover of: 38.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than NBSSX: RPEBX (250) vs NBSSX (1000). NBSSX annual gain was more profitable for investors over the last year : 10.63 vs. RPEBX (5.05). RPEBX return over 5 years is better than : 45.69 vs. NBSSX (34.28).
| NBSSX | RPEBX | NBSSX / RPEBX | |
| Total Expense Ratio | 0.91 | 1.21 | 75% |
| Annual Report Gross Expense Ratio | 0.91 | 1.21 | 75% |
| Fund Existence | 70 years | 11 years | - |
| Gain YTD | -2.731 | -0.944 | 289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 684M | 139B | 0% |
| Annual Yield % from dividends | 0.12 | 0.14 | 85% |
| Returns for 1 year | 10.63 | 5.05 | 210% |
| Returns for 3 years | 30.92 | 15.45 | 200% |
| Returns for 5 years | 34.28 | 45.69 | 75% |
| Returns for 10 years | 12.69 | 53.06 | 24% |