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NBFAX vs RPEBX
NBFAX vs RPEBX Comparison
Open Charts NBFAX vs RPEBX
Neuberger Berman Focus Adv
Price$32.07
Change-$0.35 (-1.08%)
VolumeN/A
Net Assets746.11M
American Funds New Perspective R2E
Price$65.47
Change-$0.78 (-1.18%)
VolumeN/A
Net Assets150.58B
NBFAX vs RPEBX Comparison Chart
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NBFAX vs. RPEBX commentary
Jun 16, 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: 151B vs. NBFAX (746M). RPEBX pays higher dividends than NBFAX: RPEBX (0.13) 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 : 14.37 vs. RPEBX (8.29). RPEBX return over 5 years is better than : 45.01 vs. NBFAX (29.83).
| 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 | 6.900 | 8.448 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 0.13 | - |
| Returns for 1 year | 14.37 | 8.29 | 173% |
| Returns for 3 years | 62.82 | 41.34 | 152% |
| Returns for 5 years | 29.83 | 45.01 | 66% |
| Returns for 10 years | -39.32 | 70.57 | -56% |
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