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NFAAX vs RPEBX
NFAAX vs RPEBX Comparison
Open Charts NFAAX vs RPEBX
Neuberger Berman Focus A
Price$34.39
Change+$0.31 (+0.91%)
VolumeN/A
Net Assets791.68M
American Funds New Perspective R2E
Price$68.03
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets156.22B
NFAAX vs RPEBX Comparison Chart in %
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NFAAX vs. RPEBX 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 NFAAX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 156B vs. NFAAX (792M). RPEBX pays higher dividends than NFAAX: RPEBX (0.12) vs NFAAX (0.00). NFAAX was incepted earlier than RPEBX: NFAAX (15 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than NFAAX (1.14). NFAAX is a more actively managed with annual turnover of: 38.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than NFAAX: RPEBX (250) vs NFAAX (1000). NFAAX annual gain was more profitable for investors over the last year : 19.41 vs. RPEBX (10.62). RPEBX return over 5 years is better than : 42.79 vs. NFAAX (32.89).
| NFAAX | RPEBX | NFAAX / RPEBX | |
| Total Expense Ratio | 1.12 | 1.21 | 93% |
| Annual Report Gross Expense Ratio | 1.14 | 1.21 | 94% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 14.025 | 12.688 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 156B | 1% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 19.41 | 10.62 | 183% |
| Returns for 3 years | 69.99 | 44.60 | 157% |
| Returns for 5 years | 32.89 | 42.79 | 77% |
| Returns for 10 years | 12.03 | 80.13 | 15% |
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