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NBFCX vs RNPEX
NBFCX vs RNPEX Comparison
Open Charts NBFCX vs RNPEX
Neuberger Berman Focus Trust
Price$34.98
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets798.94M
American Funds New Perspective R4
Price$70.27
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets158.96B
NBFCX vs RNPEX Comparison Chart in %
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NBFCX vs. RNPEX commentary
Aug 18, 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 NBFCX is a Buy and RNPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 159B vs. NBFCX (799M). RNPEX pays higher dividends than NBFCX: RNPEX (0.49) vs NBFCX (0.00). NBFCX was incepted earlier than RNPEX: NBFCX (32 years) vs RNPEX (23 years). NBFCX (1.11) is less costly to investors than RNPEX (0.76). NBFCX is a more actively managed with annual turnover of: 38.00 vs. RNPEX (24.00). NBFCX has a lower initial minimum investment than RNPEX: NBFCX (0) vs RNPEX (250). NBFCX annual gain was more profitable for investors over the last year : 21.21 vs. RNPEX (13.55). RNPEX return over 5 years is better than : 37.89 vs. NBFCX (26.40).
| NBFCX | RNPEX | NBFCX / RNPEX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.11 | 0.76 | 146% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 15.789 | 15.367 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 159B | 1% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | 21.21 | 13.55 | 157% |
| Returns for 3 years | 54.69 | 34.29 | 159% |
| Returns for 5 years | 26.40 | 37.89 | 70% |
| Returns for 10 years | 12.92 | 86.53 | 15% |
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