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NFALX vs RPEBX
NFALX vs RPEBX Comparison
Open Charts NFALX vs RPEBX
Neuberger Berman Focus I
Price$35.13
Change-$0.19 (-0.54%)
VolumeN/A
Net Assets797.12M
American Funds New Perspective R2E
Price$69.11
Change-$0.35 (-0.50%)
VolumeN/A
Net Assets159.04B
NFALX vs RPEBX Comparison Chart in %
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NFALX vs. RPEBX commentary
Aug 20, 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 RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. NFALX (797M). NFALX pays higher dividends than RPEBX: NFALX (0.19) vs RPEBX (0.12). NFALX was incepted earlier than RPEBX: NFALX (15 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than NFALX (0.76). NFALX is a more actively managed with annual turnover of: 38.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than NFALX: RPEBX (250) vs NFALX (1000000). NFALX annual gain was more profitable for investors over the last year : 20.19 vs. RPEBX (11.22). RPEBX return over 5 years is better than : 32.31 vs. NFALX (27.35).
| NFALX | RPEBX | NFALX / RPEBX | |
| Total Expense Ratio | 0.76 | 1.21 | 63% |
| Annual Report Gross Expense Ratio | 0.76 | 1.21 | 63% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 15.765 | 14.477 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 159B | 1% |
| Annual Yield % from dividends | 0.19 | 0.12 | 158% |
| Returns for 1 year | 20.19 | 11.22 | 180% |
| Returns for 3 years | 60.45 | 35.50 | 170% |
| Returns for 5 years | 27.35 | 32.31 | 85% |
| Returns for 10 years | 42.47 | 90.77 | 47% |
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