NBPIX vs PRFDX

Both NBPIX and PRFDX are mutual funds. NBPIX has a higher 5-year return than PRFDX (18.67% vs 12.21%). NBPIX has a lower expense ratio than PRFDX (0.62% vs 0.63%). Below is the comparison between NBPIX and PRFDX.

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NBPIX PRFDX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family Neuberger Berman T. Rowe Price
Net Assets $7.53B $9.25B
Expense Ratio 0.62% 0.63%
Management Style active active
30-Day Yield 1.53% 1.86%
Minimum Investment $1,000,000 $2,500
YTD Return 18.49% 13.38%
1-Year Return 85.62% 60.36%
3-Year Return 20.08% 10.50%
5-Year Return 18.67% 12.21%
10-Year Return 11.85% 10.11%

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

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PRFDX

PRFDX description

The Fund seeks a high level of dividend income and long-term capital growth primarily through investments in stocks. The Fund invests at least 80% of its net assets in common stocks, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued.

PRFDX performance & returns

YTD Return 13.38%
1-Month Return 6.72%
3-Month Return 13.38%
1-Year Return 60.36%
3-Year Return 10.50%
5-Year Return 12.21%
10-Year Return 10.11%
PRFDX expense ratio is 0.63%.

PRFDX holdings

Top 10 Holdings (25.32% of Total Assets)

Name Symbol % Assets
WFC WFC 3.32%
JPM JPM 3.10%
GE GE 2.90%
SO SO 2.50%
DD DD 2.50%
QCOM QCOM 2.39%
MET MET 2.22%
DWDP DWDP 2.14%
UPS UPS 2.13%
FP FP 2.13%

PRFDX pros

The following are PRFDX strengths from our perspective:

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

PRFDX cons

The following are PRFDX weaknesses from our perspective:

  • PRFDX expense ratio is 0.63%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant PRFDX comparisons

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

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