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NBFCX vs RPEBX
NBFCX vs RPEBX Comparison
Open Charts NBFCX vs RPEBX
Neuberger Berman Focus Trust
Price$34.98
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets798.94M
American Funds New Perspective R2E
Price$69.46
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
NBFCX vs RPEBX Comparison Chart in %
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NBFCX vs. RPEBX 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 RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. NBFCX (799M). RPEBX pays higher dividends than NBFCX: RPEBX (0.12) vs NBFCX (0.00). NBFCX was incepted earlier than RPEBX: NBFCX (32 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than NBFCX (1.11). NBFCX is a more actively managed with annual turnover of: 38.00 vs. RPEBX (24.00). NBFCX has a lower initial minimum investment than RPEBX: NBFCX (0) vs RPEBX (250). NBFCX annual gain was more profitable for investors over the last year : 21.21 vs. RPEBX (13.00). RPEBX return over 5 years is better than : 35.37 vs. NBFCX (26.40).
| NBFCX | RPEBX | NBFCX / RPEBX | |
| Total Expense Ratio | 1.11 | 1.21 | 92% |
| Annual Report Gross Expense Ratio | 1.11 | 1.21 | 92% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 15.789 | 15.057 | 105% |
| 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 | 0.12 | - |
| Returns for 1 year | 21.21 | 13.00 | 163% |
| Returns for 3 years | 54.69 | 32.98 | 166% |
| Returns for 5 years | 26.40 | 35.37 | 75% |
| Returns for 10 years | 12.92 | 80.78 | 16% |
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