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NFALX vs RNPHX
NFALX vs RNPHX Comparison
Open Charts NFALX vs RNPHX
Neuberger Berman Focus I
Price$30.57
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets699.38M
American Funds New Perspective R5E
Price$62.77
Change+$0.14 (+0.22%)
VolumeN/A
Net Assets141.81B
NFALX vs RNPHX Comparison Chart
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NFALX vs. RNPHX commentary
May 09, 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 NFALX is a Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 142B vs. NFALX (699M). RNPHX pays higher dividends than NFALX: RNPHX (0.74) vs NFALX (0.23). NFALX was incepted earlier than RNPHX: NFALX (15 years) vs RNPHX (9 years). NFALX (0.76) is less costly to investors than RNPHX (0.56). NFALX is a more actively managed with annual turnover of: 38.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than NFALX: RNPHX (250) vs NFALX (1000000). NFALX annual gain was more profitable for investors over the last year : 10.09 vs. RNPHX (5.85). RNPHX return over 5 years is better than : 47.24 vs. NFALX (31.78).
| NFALX | RNPHX | NFALX / RNPHX | |
| Total Expense Ratio | 0.76 | 0.56 | 136% |
| Annual Report Gross Expense Ratio | 0.76 | 0.56 | 136% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -0.229 | 2.165 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 142B | 0% |
| Annual Yield % from dividends | 0.23 | 0.74 | 31% |
| Returns for 1 year | 10.09 | 5.85 | 173% |
| Returns for 3 years | 45.54 | 28.77 | 158% |
| Returns for 5 years | 31.78 | 47.24 | 67% |
| Returns for 10 years | 16.41 | N/A | - |