NBPIX vs FEQIX

Both FEQIX and NBPIX are mutual funds. FEQIX has a lower 5-year return than NBPIX (12.24% vs 18.67%). FEQIX has a lower expense ratio than NBPIX (0.57% vs 0.62%). Below is the comparison between FEQIX and NBPIX.

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FEQIX NBPIX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family Fidelity Investments Neuberger Berman
Net Assets $6.55B $7.53B
Expense Ratio 0.57% 0.62%
Management Style active active
30-Day Yield 1.72% 1.53%
Minimum Investment $2,500 $1,000,000
YTD Return 9.06% 18.49%
1-Year Return 49.40% 85.62%
3-Year Return 12.61% 20.08%
5-Year Return 12.24% 18.67%
10-Year Return 9.82% 11.85%

FEQIX

FEQIX description

The Fund seeks reasonable income and will also consider the potential for capital appreciation. Under normal market conditions, the Fund invests at least 80% of its assets in equity securities and primarily in income-producing equity securities, which tends to lead to investments in large cap "value" stocks.

FEQIX performance & returns

YTD Return 9.06%
1-Month Return 5.22%
3-Month Return 9.06%
1-Year Return 49.40%
3-Year Return 12.61%
5-Year Return 12.24%
10-Year Return 9.82%
FEQIX expense ratio is 0.57%.

FEQIX holdings

Top 10 Holdings (28.92% of Total Assets)

Name Symbol % Assets
JPM JPM 3.95%
CSCO CSCO 3.24%
DIS DIS 3.06%
PG PG 3.05%
BAC BAC 2.70%
UPS UPS 2.67%
VZ VZ 2.63%
BAC BAC 2.62%
CB CB 2.61%
UTX UTX 2.39%

FEQIX pros

The following are FEQIX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FEQIX cons

The following are FEQIX weaknesses from our perspective:

  • FEQIX expense ratio is 0.57%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FEQIX comparisons

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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.