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NBFAX vs RNPEX
NBFAX vs RNPEX Comparison
Open Charts NBFAX vs RNPEX
Neuberger Berman Focus Adv
Price$34.62
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets797.12M
American Funds New Perspective R4
Price$70.28
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets159.03B
NBFAX vs RNPEX Comparison Chart in %
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NBFAX vs. RNPEX 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 NBFAX is a Hold and RNPEX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 159B vs. NBFAX (797M). RNPEX pays higher dividends than NBFAX: RNPEX (0.49) vs NBFAX (0.00). NBFAX was incepted earlier than RNPEX: NBFAX (29 years) vs RNPEX (23 years). NBFAX (1.35) is less costly to investors than RNPEX (0.76). NBFAX is a more actively managed with annual turnover of: 38.00 vs. RNPEX (24.00). NBFAX has a lower initial minimum investment than RNPEX: NBFAX (0) vs RNPEX (250). NBFAX annual gain was more profitable for investors over the last year : 20.59 vs. RNPEX (13.40). RNPEX return over 5 years is better than : 36.25 vs. NBFAX (24.01).
| NBFAX | RNPEX | NBFAX / RNPEX | |
| Total Expense Ratio | 1.35 | 0.76 | 178% |
| Annual Report Gross Expense Ratio | 1.35 | 0.76 | 178% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 15.400 | 15.383 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 159B | 1% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | 20.59 | 13.40 | 154% |
| Returns for 3 years | 57.69 | 37.55 | 154% |
| Returns for 5 years | 24.01 | 36.25 | 66% |
| Returns for 10 years | -30.69 | 97.86 | -31% |
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