Interact to see
Advertisement
Advertisement
NBFAX vs RPEBX
NBFAX vs RPEBX Comparison
Open Charts NBFAX vs RPEBX
Neuberger Berman Focus Adv
Price$34.71
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets837.04M
American Funds New Perspective R2E
Price$69.03
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
NBFAX vs RPEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NBFAX vs. RPEBX commentary
Jul 28, 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: 158B vs. NBFAX (837M). 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 : 25.72 vs. RPEBX (16.37). RPEBX return over 5 years is better than : 39.67 vs. NBFAX (30.10).
| 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 | 15.700 | 14.345 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 837M | 158B | 1% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 25.72 | 16.37 | 157% |
| Returns for 3 years | 69.35 | 43.39 | 160% |
| Returns for 5 years | 30.10 | 39.67 | 76% |
| Returns for 10 years | -33.96 | 79.94 | -42% |