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.
| 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 holdings
Top 10 Holdings (28.92% of Total Assets)
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
You may also want to check out the following FEQIX comparisons that investors often look for on Finny
- FEQIX vs DODGX
- FEQIX vs AWSHX
- FEQIX vs AMRMX
- FEQIX vs GSFTX
- FEQIX vs MADVX
- FEQIX vs PRFDX
- FEQIX vs NBPIX
- FEQIX vs SFLNX
- FEQIX vs DHLRX
- FEQIX vs DSEEX
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