Interact to see
Advertisement
Advertisement
NFAAX vs RPEBX
NFAAX vs RPEBX Comparison
Open Charts NFAAX vs RPEBX
Neuberger Berman Focus A
Price$34.92
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
NFAAX vs RPEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NFAAX vs. RPEBX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. NFAAX (799M). 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 : 21.21 vs. RPEBX (13.00). RPEBX return over 5 years is better than : 35.37 vs. NFAAX (26.28).
| 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 | 15.782 | 15.057 | 105% |
| Front Load | 6% | 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 | 0.00 | 0.12 | - |
| Returns for 1 year | 21.21 | 13.00 | 163% |
| Returns for 3 years | 54.71 | 32.98 | 166% |
| Returns for 5 years | 26.28 | 35.37 | 74% |
| Returns for 10 years | 12.09 | 80.78 | 15% |