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NFALX vs RPEBX
NFALX vs RPEBX Comparison
Open Charts NFALX vs RPEBX
Neuberger Berman Focus I
Price$30.57
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets699.38M
American Funds New Perspective R2E
Price$61.53
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
NFALX vs RPEBX Comparison Chart
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NFALX vs. RPEBX 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 142B vs. NFALX (699M). NFALX pays higher dividends than RPEBX: NFALX (0.23) vs RPEBX (0.14). 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 : 10.09 vs. RPEBX (5.09). RPEBX return over 5 years is better than : 43.41 vs. NFALX (31.78).
| 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 | -0.229 | 1.921 | -12% |
| 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 | 0.14 | 167% |
| Returns for 1 year | 10.09 | 5.09 | 198% |
| Returns for 3 years | 45.54 | 26.87 | 169% |
| Returns for 5 years | 31.78 | 43.41 | 73% |
| Returns for 10 years | 16.41 | 58.18 | 28% |
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