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NBFAX vs RPEBX
NBFAX vs RPEBX Comparison
Open Charts NBFAX vs RPEBX
Neuberger Berman Focus Adv
Price$34.17
Change+$0.31 (+0.92%)
VolumeN/A
Net Assets791.68M
American Funds New Perspective R2E
Price$68.03
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets156.22B
NBFAX vs RPEBX Comparison Chart in %
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NBFAX vs. RPEBX commentary
Jul 06, 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 Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 156B vs. NBFAX (792M). RPEBX pays higher dividends than NBFAX: RPEBX (0.12) vs NBFAX (0.00). NBFAX was incepted earlier than RPEBX: NBFAX (29 years) vs RPEBX (11 years). NBFAX (1.35) is less costly to investors than RPEBX (1.21). NBFAX is a more actively managed with annual turnover of: 38.00 vs. RPEBX (24.00). NBFAX has a lower initial minimum investment than RPEBX: NBFAX (0) vs RPEBX (250). NBFAX annual gain was more profitable for investors over the last year : 19.14 vs. RPEBX (10.62). RPEBX return over 5 years is better than : 42.79 vs. NBFAX (31.58).
| NBFAX | RPEBX | NBFAX / RPEBX | |
| Total Expense Ratio | 1.35 | 1.21 | 112% |
| Annual Report Gross Expense Ratio | 1.35 | 1.21 | 112% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 13.900 | 12.688 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 156B | 1% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 19.14 | 10.62 | 180% |
| Returns for 3 years | 68.85 | 44.60 | 154% |
| Returns for 5 years | 31.58 | 42.79 | 74% |
| Returns for 10 years | -34.26 | 80.13 | -43% |
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