Both ABLYX and NBPIX are mutual funds. ABLYX has a lower 5-year return than NBPIX (12.8% vs 18.67%). ABLYX has a higher expense ratio than NBPIX (0.7% vs 0.62%). Below is the comparison between ABLYX and NBPIX.
| ABLYX | NBPIX | |
|---|---|---|
| Security Type | Mutual fund | Mutual fund |
| Category | Large Value | Large Value |
| Family | American Beacon | Neuberger Berman |
| Net Assets | $217.07M | $7.53B |
| Expense Ratio | 0.70% | 0.62% |
| Management Style | active | active |
| 30-Day Yield | 1.72% | 1.53% |
| Minimum Investment | $100,000 | $1,000,000 |
| YTD Return | 13.72% | 18.49% |
| 1-Year Return | 68.00% | 85.62% |
| 3-Year Return | 11.21% | 20.08% |
| 5-Year Return | 12.80% | 18.67% |
| 10-Year Return | 10.83% | 11.85% |
ABLYX
ABLYX description
The Fund seeks long-term capital appreciation and current income by typically investing in equity securities of U.S. companies with market capitalizations of $5 billion or more at the time of investment.
ABLYX performance & returns
| YTD Return | 13.72% |
| 1-Month Return | 6.30% |
| 3-Month Return | 13.72% |
| 1-Year Return | 68.00% |
| 3-Year Return | 11.21% |
| 5-Year Return | 12.80% |
| 10-Year Return | 10.83% |
ABLYX holdings
Top 10 Holdings (25.55% of Total Assets)
ABLYX pros
The following are ABLYX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
Other relevant ABLYX comparisons
You may also want to check out the following ABLYX comparisons that investors often look for on Finny
- ABLYX vs DODGX
- ABLYX vs AWSHX
- ABLYX vs AMRMX
- ABLYX vs GSFTX
- ABLYX vs MADVX
- ABLYX vs PRFDX
- ABLYX vs NBPIX
- ABLYX vs SFLNX
- ABLYX vs DHLRX
- ABLYX vs FEQIX
NBPIX
NBPIX description
The Fund seeks capital growth by investing principally in common stocks of established medium-to-large capitalization companies, using a value-oriented investment approach.
NBPIX performance & returns
| YTD Return | 18.49% |
| 1-Month Return | 5.59% |
| 3-Month Return | 18.49% |
| 1-Year Return | 85.62% |
| 3-Year Return | 20.08% |
| 5-Year Return | 18.67% |
| 10-Year Return | 11.85% |
NBPIX holdings
Top 10 Holdings (35.24% of Total Assets)
NBPIX pros
The following are NBPIX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
NBPIX cons
The following are NBPIX weaknesses from our perspective:
- NBPIX expense ratio is 0.62%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant NBPIX comparisons
You may also want to check out the following NBPIX comparisons that investors often look for on Finny
- NBPIX vs DODGX
- NBPIX vs AWSHX
- NBPIX vs AMRMX
- NBPIX vs GSFTX
- NBPIX vs MADVX
- NBPIX vs PRFDX
- NBPIX vs SFLNX
- NBPIX vs DHLRX
- NBPIX vs FEQIX
- NBPIX vs DSEEX