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NBSSX vs RPEBX
NBSSX vs RPEBX Comparison
Open Charts NBSSX vs RPEBX
Neuberger Berman Focus Investor
Price$35.24
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
NBSSX vs RPEBX Comparison Chart in %
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NBSSX vs. RPEBX commentary
Aug 19, 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 NBSSX is a Buy and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. NBSSX (799M). RPEBX pays higher dividends than NBSSX: RPEBX (0.12) vs NBSSX (0.10). NBSSX was incepted earlier than RPEBX: NBSSX (70 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than NBSSX (0.91). NBSSX is a more actively managed with annual turnover of: 38.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than NBSSX: RPEBX (250) vs NBSSX (1000). NBSSX annual gain was more profitable for investors over the last year : 21.49 vs. RPEBX (13.00). RPEBX return over 5 years is better than : 35.37 vs. NBSSX (27.81).
| NBSSX | RPEBX | NBSSX / RPEBX | |
| Total Expense Ratio | 0.91 | 1.21 | 75% |
| Annual Report Gross Expense Ratio | 0.91 | 1.21 | 75% |
| Fund Existence | 70 years | 11 years | - |
| Gain YTD | 15.959 | 15.057 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 159B | 1% |
| Annual Yield % from dividends | 0.10 | 0.12 | 81% |
| Returns for 1 year | 21.49 | 13.00 | 165% |
| Returns for 3 years | 55.66 | 32.98 | 169% |
| Returns for 5 years | 27.81 | 35.37 | 79% |
| Returns for 10 years | 33.59 | 80.78 | 42% |
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