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NBFCX vs RNPHX
NBFCX vs RNPHX Comparison
Open Charts NBFCX vs RNPHX
Neuberger Berman Focus Trust
Price$34.90
Change-$0.16 (-0.46%)
VolumeN/A
Net Assets797.97M
American Funds New Perspective R5E
Price$70.88
Change+$0.49 (+0.70%)
VolumeN/A
Net Assets158.47B
NBFCX vs RNPHX Comparison Chart in %
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NBFCX vs. RNPHX commentary
Sep 07, 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 RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 158B vs. NBFCX (798M). RNPHX pays higher dividends than NBFCX: RNPHX (0.65) vs NBFCX (0.00). NBFCX was incepted earlier than RNPHX: NBFCX (32 years) vs RNPHX (10 years). NBFCX (1.11) is less costly to investors than RNPHX (0.56). NBFCX is a more actively managed with annual turnover of: 38.00 vs. RNPHX (24.00). NBFCX has a lower initial minimum investment than RNPHX: NBFCX (0) vs RNPHX (250). NBFCX annual gain was more profitable for investors over the last year : 21.90 vs. RNPHX (14.80). RNPHX return over 5 years is better than : 35.26 vs. NBFCX (24.68).
| NBFCX | RNPHX | NBFCX / RNPHX | |
| Total Expense Ratio | 1.11 | 0.56 | 198% |
| Annual Report Gross Expense Ratio | 1.11 | 0.56 | 198% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 15.525 | 15.365 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 158B | 1% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | 21.90 | 14.80 | 148% |
| Returns for 3 years | 70.90 | 48.51 | 146% |
| Returns for 5 years | 24.68 | 35.26 | 70% |
| Returns for 10 years | 18.96 | N/A | - |
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