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NFALX vs RPEBX
NFALX vs RPEBX Comparison
Open Charts NFALX vs RPEBX
Neuberger Berman Focus I
Price$35.40
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
NFALX vs RPEBX Comparison Chart in %
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NFALX 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 NFALX is a Buy and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. NFALX (799M). NFALX pays higher dividends than RPEBX: NFALX (0.19) vs RPEBX (0.12). NFALX was incepted earlier than RPEBX: NFALX (15 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than NFALX (0.76). NFALX is a more actively managed with annual turnover of: 38.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than NFALX: RPEBX (250) vs NFALX (1000000). NFALX annual gain was more profitable for investors over the last year : 21.62 vs. RPEBX (13.00). RPEBX return over 5 years is better than : 35.37 vs. NFALX (28.83).
| NFALX | RPEBX | NFALX / RPEBX | |
| Total Expense Ratio | 0.76 | 1.21 | 63% |
| Annual Report Gross Expense Ratio | 0.76 | 1.21 | 63% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 16.028 | 15.057 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 159B | 1% |
| Annual Yield % from dividends | 0.19 | 0.12 | 158% |
| Returns for 1 year | 21.62 | 13.00 | 166% |
| Returns for 3 years | 56.33 | 32.98 | 171% |
| Returns for 5 years | 28.83 | 35.37 | 81% |
| Returns for 10 years | 35.27 | 80.78 | 44% |