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NBFCX vs RNPHX
NBFCX vs RNPHX Comparison
Open Charts NBFCX vs RNPHX
Neuberger Berman Focus Trust
Price$34.45
Change+$0.31 (+0.91%)
VolumeN/A
Net Assets791.68M
American Funds New Perspective R5E
Price$69.46
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets156.22B
NBFCX vs RNPHX Comparison Chart in %
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NBFCX vs. RNPHX commentary
Jul 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: 156B vs. NBFCX (792M). RNPHX pays higher dividends than NBFCX: RNPHX (0.67) 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 : 19.41 vs. RNPHX (11.41). RNPHX return over 5 years is better than : 46.57 vs. NBFCX (33.01).
| 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 | 14.035 | 13.053 | 108% |
| 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 | 0.67 | - |
| Returns for 1 year | 19.41 | 11.41 | 170% |
| Returns for 3 years | 70.02 | 46.75 | 150% |
| Returns for 5 years | 33.01 | 46.57 | 71% |
| Returns for 10 years | 12.85 | N/A | - |
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