NBPIX vs AMRMX

Both AMRMX and NBPIX are mutual funds. AMRMX has a lower 5-year return than NBPIX (11.79% vs 18.67%). AMRMX has a lower expense ratio than NBPIX (0.59% vs 0.62%). Below is the comparison between AMRMX and NBPIX.

Together with FinMasters
Stock Wars
Pick any two stocks and find out how much money each would've made you had you purchased them at the same time.
AMRMX NBPIX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family American Funds Neuberger Berman
Net Assets $32.41B $7.53B
Expense Ratio 0.59% 0.62%
Management Style active active
30-Day Yield 1.35% 1.53%
Minimum Investment $250 $1,000,000
YTD Return 7.84% 18.49%
1-Year Return 38.13% 85.62%
3-Year Return 11.24% 20.08%
5-Year Return 11.79% 18.67%
10-Year Return 11.01% 11.85%

AMRMX

AMRMX description

The Fund seeks current income, growth of capital and conservation of principal. The Fund seeks to invest primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable in the United States and Canada.

AMRMX performance & returns

YTD Return 7.84%
1-Month Return 6.43%
3-Month Return 7.84%
1-Year Return 38.13%
3-Year Return 11.24%
5-Year Return 11.79%
10-Year Return 11.01%
AMRMX expense ratio is 0.59%.

AMRMX holdings

Top 10 Holdings (24.69% of Total Assets)

Name Symbol % Assets
MSFT MSFT 3.96%
CMCSA CMCSA 3.22%
GILD GILD 2.67%
AMGN AMGN 2.32%
LIN LIN 2.23%
JPM JPM 2.21%
HD HD 2.15%
ABT ABT 2.09%
PG PG 1.95%
UNH UNH 1.89%

AMRMX pros

None that we could think of.

AMRMX cons

The following are AMRMX weaknesses from our perspective:

  • AMRMX expense ratio is 0.59%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.250186805%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.

Other relevant AMRMX comparisons

You may also want to check out the following AMRMX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.

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 expense ratio is 0.62%.

NBPIX holdings

Top 10 Holdings (35.24% of Total Assets)

Name Symbol % Assets
WMT WMT 4.44%
NEM NEM 3.86%
NEM NEM 3.59%
JOY JOY 3.55%
BK BK 3.47%
PG PG 3.35%
CNC CNC 3.32%
MDLZ MDLZ 3.26%
WMT WMT 3.21%
SLB SLB 3.19%

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.