Both GSFTX and NBPIX are mutual funds. GSFTX has a lower 5-year return than NBPIX (8.75% vs 10.32%). GSFTX has a higher expense ratio than NBPIX (0.65% vs 0.62%). Below is the comparison between GSFTX and NBPIX.
| GSFTX | NBPIX | |
|---|---|---|
| Security Type | Mutual fund | Mutual fund |
| Finny Score | 60 | 80 |
| Category | Large Value | Large Value |
| Family | Columbia Threadneedle | Neuberger Berman |
| Net Assets | $17.25B | $7.53B |
| Expense Ratio | 0.65% | 0.62% |
| Management Style | active | active |
| 30-Day Yield | 1.74% | 1.53% |
| Minimum Investment | N/A | $1,000,000 |
| YTD Return | 3.12% | -2.65% |
| 1-Year Return | 11.56% | 6.50% |
| 3-Year Return | 11.81% | 16.68% |
| 5-Year Return | 8.75% | 10.32% |
| 10-Year Return | 10.54% | 10.39% |
GSFTX
GSFTX description
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GSFTX performance & returns
| YTD Return | 3.12% |
| 1-Month Return | -1.12% |
| 3-Month Return | 0.91% |
| 1-Year Return | 11.56% |
| 3-Year Return | 11.81% |
| 5-Year Return | 8.75% |
| 10-Year Return | 10.54% |
GSFTX holdings
Top 10 Holdings (26.98% of Total Assets)
GSFTX pros
The following are GSFTX strengths from our perspective:
- GSFTX 3-year return is 11.52%, which is in line with the 3-year return of the benchmark index (Russell 1000 TR USD), 11.93%.
- GSFTX 10-year return is 10.9%, which is in line with the 10-year return of the benchmark index (Russell 1000 TR USD), 10.95%.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
Other relevant GSFTX comparisons
You may also want to check out the following GSFTX comparisons that investors often look for on Finny
- GSFTX vs DODGX
- GSFTX vs AWSHX
- GSFTX vs AMRMX
- GSFTX vs MADVX
- GSFTX vs PRFDX
- GSFTX vs NBPIX
- GSFTX vs SFLNX
- GSFTX vs DHLRX
- GSFTX vs FEQIX
- GSFTX 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 | -2.65% |
| 1-Month Return | -0.26% |
| 3-Month Return | -1.30% |
| 1-Year Return | 6.50% |
| 3-Year Return | 16.68% |
| 5-Year Return | 10.32% |
| 10-Year Return | 10.39% |
NBPIX holdings
Top 10 Holdings (33.98% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Johnson & Johnson | JNJ | 4.65% |
| Procter & Gamble Co | PG | 4.44% |
| Berkshire Hathaway Inc Class B | BRK.B | 3.97% |
| Merck & Co Inc | MRK | 3.53% |
| JPMorgan Chase & Co | JPM | 3.45% |
| Exxon Mobil Corp | XOM | 3.42% |
| Walmart Inc | WMT | 2.74% |
| Duke Energy Corp | DUK | 2.69% |
| Chevron Corp | CVX | 2.56% |
| Mondelez International Inc Class A | MDLZ | 2.52% |
NBPIX pros
The following are NBPIX strengths from our perspective:
- NBPIX 3-year return is 15.62%, which is higher than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 11.93%.
- NBPIX 5-year return is 10.88%, which is in line with the 5-year return of the benchmark index (Russell 1000 Value TR USD), 12.07%.
- NBPIX 10-year return is 10.66%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.95%.
- 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